-7.3%
APA vs SPXU
-100.0%
+92.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +2.2% |
| 7D | +8.5% | -7.6% | +16.1% | +4.8% |
| 30D | +2.8% | +5.3% | -2.6% | +5.6% |
| 3M | +21.7% | +9.6% | +12.1% | +27.5% |
| 6M | +32.6% | -4.5% | +37.1% | +29.9% |
| YTD | +103.7% | -25.9% | +129.6% | +76.0% |
| 1Y | +101.8% | -28.9% | +130.7% | +71.4% |
| 3Y | +48.1% | -80.5% | +128.5% | -22.9% |
| 5Y | +91.9% | -83.4% | +175.3% | +15.9% |
| 10Y | +8.4% | -99.5% | +107.8% | -76.4% |
| All | -7.3% | -100.0% | +92.7% | -94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling