+48.1%
APA vs SIRI
-22.7%
+70.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | +8.5% | -1.7% | +10.2% | +8.7% |
| 30D | +2.8% | +21.1% | -18.4% | +0.1% |
| 3M | +21.7% | +14.7% | +7.0% | +19.4% |
| 6M | +32.6% | +22.9% | +9.7% | +28.1% |
| YTD | +103.7% | +65.7% | +38.0% | +86.5% |
| 1Y | +101.8% | +53.5% | +48.3% | +87.1% |
| 3Y | +48.1% | -23.0% | +71.1% | +44.3% |
| All | +48.1% | -22.7% | +70.7% | +44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling