+166.1%
APA vs SIMO
+297.1%
-131.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.2% | -4.3% | +1.3% |
| 7D | -1.7% | +14.6% | -16.3% | -2.8% |
| 30D | +15.7% | +6.2% | +9.5% | +14.8% |
| 3M | +16.5% | +3.6% | +12.9% | +14.7% |
| 6M | +35.1% | +130.8% | -95.7% | +18.6% |
| YTD | +82.2% | +195.8% | -113.5% | +51.7% |
| 1Y | +102.5% | +225.0% | -122.5% | +64.6% |
| 3Y | +10.3% | +452.3% | -442.0% | -20.5% |
| 5Y | +166.1% | +303.6% | -137.5% | +103.2% |
| All | +166.1% | +297.1% | -131.0% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SIMO 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling