+175.6%
APA vs SPXU
-85.9%
+261.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.4% | +1.6% | +3.4% |
| 7D | +0.3% | +1.3% | -0.9% | +0.7% |
| 30D | +9.3% | +5.1% | +4.2% | +11.2% |
| 3M | +23.3% | -9.1% | +32.5% | +19.0% |
| 6M | +39.5% | -29.6% | +69.1% | +22.0% |
| YTD | +87.6% | -27.7% | +115.3% | +66.4% |
| 1Y | +114.2% | -37.0% | +151.2% | +80.7% |
| 3Y | +13.6% | -80.2% | +93.7% | -32.3% |
| 5Y | +175.6% | -86.0% | +261.6% | +80.0% |
| All | +175.6% | -85.9% | +261.5% | +80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling