+10.3%
APA vs SPXS
-80.2%
+90.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +2.2% |
| 7D | -1.7% | -1.5% | -0.1% | -2.1% |
| 30D | +15.7% | +3.7% | +12.1% | +16.8% |
| 3M | +16.5% | -9.6% | +26.0% | +13.2% |
| 6M | +35.1% | -32.4% | +67.5% | +19.5% |
| YTD | +82.2% | -28.7% | +110.9% | +65.1% |
| 1Y | +102.5% | -38.1% | +140.6% | +74.1% |
| 3Y | +10.3% | -80.1% | +90.4% | -27.1% |
| All | +10.3% | -80.2% | +90.5% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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