+12.5%
APH vs APA
+97.3%
-84.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.6% | -4.4% | -0.1% |
| 7D | +0.4% | +5.1% | -4.7% | +1.3% |
| 30D | -8.0% | +0.3% | -8.3% | -7.8% |
| 3M | -5.0% | +15.6% | -20.7% | -1.4% |
| 6M | +29.9% | +28.9% | +1.0% | +39.1% |
| YTD | +18.0% | +96.6% | -78.6% | +33.1% |
| All | +12.5% | +97.3% | -84.7% | +27.6% |
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