-4.9%
APA vs TAP
-52.1%
+47.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.1% | +5.9% | +4.2% |
| 7D | -1.7% | -2.3% | +0.6% | -0.5% |
| 30D | +15.7% | -9.4% | +25.1% | +22.0% |
| 3M | +16.5% | -0.8% | +17.3% | +15.5% |
| 6M | +35.1% | -14.7% | +49.8% | +45.8% |
| YTD | +82.2% | -13.9% | +96.2% | +94.6% |
| 1Y | +102.5% | -18.6% | +121.1% | +121.7% |
| 3Y | +10.3% | -32.0% | +42.3% | +30.8% |
| 5Y | +166.1% | -1.0% | +167.1% | +126.7% |
| 10Y | -4.9% | -51.4% | +46.5% | -5.3% |
| All | -4.9% | -52.1% | +47.2% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TAP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling