+107.2%
APA vs ZYBT
-42.3%
+149.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.2% | -9.1% | -6.9% |
| 7D | -13.0% | -3.5% | -9.4% | -13.0% |
| 30D | +2.0% | +15.1% | -13.2% | +2.0% |
| 3M | +24.9% | +7.0% | +17.9% | +25.0% |
| 6M | +7.2% | +37.7% | -30.5% | +8.0% |
| YTD | +87.1% | +19.1% | +68.0% | +86.2% |
| 1Y | +107.2% | -38.3% | +145.5% | +104.8% |
| All | +107.2% | -42.3% | +149.5% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 1y: compounded portfolio wealth divided by compounded ZYBT 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…
1y analysis · Full analysis span regression · 6 months rolling