+107.2%
APA vs SPMO
+11.0%
+96.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.0% | -7.2% |
| 7D | -13.0% | -8.9% | -4.1% | -16.4% |
| 30D | +2.0% | -13.8% | +15.8% | -4.3% |
| 3M | +24.9% | -12.5% | +37.4% | +18.2% |
| 6M | +7.2% | -1.5% | +8.6% | +12.9% |
| YTD | +87.1% | +11.3% | +75.8% | +116.8% |
| 1Y | +107.2% | +11.5% | +95.7% | +141.2% |
| All | +107.2% | +11.0% | +96.2% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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