+175.6%
APA vs SPXS
-85.7%
+261.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.4% | +1.5% | +3.5% |
| 7D | +0.3% | +1.2% | -0.9% | +0.7% |
| 30D | +9.3% | +5.2% | +4.1% | +11.2% |
| 3M | +23.3% | -9.2% | +32.5% | +19.0% |
| 6M | +39.5% | -29.6% | +69.1% | +22.1% |
| YTD | +87.6% | -27.6% | +115.2% | +66.5% |
| 1Y | +114.2% | -36.7% | +151.0% | +81.1% |
| 3Y | +13.6% | -79.8% | +93.4% | -31.7% |
| 5Y | +175.6% | -85.9% | +261.5% | +80.9% |
| All | +175.6% | -85.7% | +261.3% | +80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling