+124.0%
APA vs SOLS
+25.7%
+98.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.6% |
| 7D | +8.5% | +14.0% | -5.5% | +9.7% |
| 30D | +2.8% | +10.0% | -7.2% | +3.7% |
| 3M | +21.7% | +5.8% | +15.9% | +22.5% |
| 6M | +32.6% | -25.2% | +57.8% | +30.6% |
| YTD | +103.7% | +36.5% | +67.2% | +116.0% |
| 1Y | +101.8% | +45.0% | +56.8% | +118.8% |
| All | +124.0% | +25.7% | +98.3% | +140.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 10y: compounded portfolio wealth divided by compounded SOLS 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…
10y analysis · Full analysis span regression · 6 months rolling