+83.2%
APA vs SUI
-25.9%
+109.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.4% |
| 7D | -5.5% | +3.4% | -9.0% | -6.7% |
| 30D | -1.2% | +4.6% | -5.8% | -2.8% |
| 3M | +10.6% | +1.6% | +9.0% | +9.5% |
| 6M | +28.4% | -3.5% | +31.9% | +29.1% |
| YTD | +89.7% | -1.0% | +90.7% | +88.2% |
| 1Y | +90.6% | -1.7% | +92.3% | +89.6% |
| 3Y | +36.9% | +18.4% | +18.5% | +24.7% |
| 5Y | +83.2% | -26.3% | +109.6% | +107.4% |
| All | +83.2% | -25.9% | +109.2% | +107.4% |
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