+16.4%
APA vs VRSK
-26.6%
+43.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | +0.8% | -7.7% | +8.5% | +1.3% |
| 30D | +9.6% | -2.8% | +12.4% | +9.8% |
| 3M | +18.0% | -3.7% | +21.7% | +17.9% |
| 6M | +41.9% | -12.8% | +54.6% | +41.9% |
| YTD | +86.3% | -21.0% | +107.3% | +86.6% |
| 1Y | +97.9% | -32.5% | +130.3% | +99.1% |
| All | +16.4% | -26.6% | +43.0% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 3y: compounded portfolio wealth divided by compounded VRSK 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…
3y analysis · Full analysis span regression · 6 months rolling