-26.3%
APH vs APA
+94.6%
-121.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.9% | -46.9% | -47.9% |
| 7D | -48.7% | +0.9% | -49.6% | -48.7% |
| 30D | -51.9% | +23.4% | -75.3% | -50.6% |
| 3M | -43.6% | +12.7% | -56.2% | -42.3% |
| 6M | -37.5% | +39.4% | -77.0% | -36.3% |
| YTD | -38.6% | +79.0% | -117.6% | -38.3% |
| 1Y | -26.3% | +88.8% | -115.2% | -26.8% |
| All | -26.3% | +94.6% | -121.0% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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