+35.1%
APD vs IDXX
-2.6%
+37.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.9% | -2.1% | +1.7% |
| 7D | +3.8% | +24.1% | -20.3% | +2.6% |
| 30D | +14.1% | +32.5% | -18.4% | +12.2% |
| 3M | +8.2% | +18.8% | -10.6% | +7.1% |
| 6M | +7.5% | +24.0% | -16.5% | +6.3% |
| YTD | +31.7% | +3.3% | +28.4% | +35.7% |
| 1Y | +35.1% | -3.3% | +38.3% | +41.6% |
| All | +35.1% | -2.6% | +37.7% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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