+654.9%
APA vs SUI
+4,171.7%
-3,516.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.5% |
| 7D | -15.6% | +8.8% | -24.4% | -18.4% |
| 30D | -0.9% | +8.9% | -9.8% | -4.4% |
| 3M | +26.1% | +2.0% | +24.1% | +24.3% |
| 6M | +6.1% | -0.6% | +6.7% | +5.4% |
| YTD | +82.8% | +1.3% | +81.5% | +79.6% |
| 1Y | +106.5% | +1.3% | +105.2% | +102.8% |
| 3Y | +21.9% | +16.3% | +5.6% | +11.7% |
| 5Y | +69.7% | -25.1% | +94.7% | +80.8% |
| 10Y | 0.0% | +121.1% | -121.1% | -29.6% |
| All | +654.9% | +4,171.7% | -3,516.9% | +85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling