+4.4%
APA vs SPXU
-99.5%
+103.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +2.5% |
| 7D | +9.6% | -9.4% | +19.0% | +4.9% |
| 30D | -0.2% | +7.4% | -7.7% | +3.5% |
| 3M | +19.8% | +6.2% | +13.7% | +23.7% |
| 6M | +30.1% | -7.2% | +37.3% | +25.6% |
| YTD | +100.4% | -26.8% | +127.2% | +71.8% |
| 1Y | +105.2% | -26.3% | +131.5% | +77.0% |
| 3Y | +44.6% | -80.6% | +125.2% | -26.9% |
| 5Y | +88.8% | -83.6% | +172.4% | +11.7% |
| All | +4.4% | -99.5% | +103.9% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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