+102.5%
APA vs SBAC
-0.2%
+102.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.8% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | +15.7% | +3.2% | +12.5% | +15.7% |
| 3M | +16.5% | -5.1% | +21.5% | +16.2% |
| 6M | +35.1% | -2.1% | +37.2% | +34.7% |
| YTD | +82.2% | -0.5% | +82.7% | +79.1% |
| 1Y | +102.5% | +1.1% | +101.3% | +101.8% |
| All | +102.5% | -0.2% | +102.6% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SBAC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling