+107.2%
APA vs SIRI
+59.9%
+47.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +8.4% | -15.3% | -5.9% |
| 7D | -13.0% | +22.3% | -35.2% | -11.4% |
| 30D | +2.0% | +26.9% | -25.0% | +4.0% |
| 3M | +24.9% | +9.6% | +15.3% | +26.1% |
| 6M | +7.2% | +27.2% | -20.0% | +8.5% |
| YTD | +87.1% | +72.4% | +14.7% | +78.7% |
| 1Y | +107.2% | +59.9% | +47.2% | +104.5% |
| All | +107.2% | +59.9% | +47.3% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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