+94.2%
APA vs SUI
-0.1%
+94.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +2.5% |
| 7D | -15.5% | +6.2% | -21.7% | -15.1% |
| 30D | +2.4% | +8.6% | -6.2% | +3.1% |
| 3M | +22.8% | +1.0% | +21.8% | +23.4% |
| 6M | +17.9% | -2.6% | +20.5% | +19.5% |
| YTD | +87.7% | -0.1% | +87.8% | +82.9% |
| 1Y | +94.2% | +0.5% | +93.7% | +90.8% |
| All | +94.2% | -0.1% | +94.3% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling