+69.8%
APA vs SUI
-26.3%
+96.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +3.1% |
| 7D | -15.5% | +6.2% | -21.7% | -17.2% |
| 30D | +2.4% | +8.6% | -6.2% | -0.5% |
| 3M | +22.8% | +1.0% | +21.8% | +21.9% |
| 6M | +17.9% | -2.6% | +20.5% | +18.3% |
| YTD | +87.7% | -0.1% | +87.8% | +85.7% |
| 1Y | +94.2% | +0.5% | +93.7% | +91.8% |
| 3Y | +27.2% | +15.3% | +12.0% | +17.1% |
| All | +69.8% | -26.3% | +96.1% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling