+216.5%
AZN vs APA
-2.4%
+218.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | -1.6% | +4.6% | -6.1% | -1.8% |
| 30D | +1.1% | +11.9% | -10.9% | +0.5% |
| 3M | -12.1% | +22.5% | -34.6% | -13.1% |
| 6M | -17.1% | +37.5% | -54.7% | -18.8% |
| YTD | -12.0% | +87.2% | -99.1% | -15.3% |
| 1Y | -0.2% | +101.4% | -101.7% | -4.5% |
| 3Y | +26.8% | +16.9% | +9.9% | +23.5% |
| 5Y | +56.9% | +178.4% | -121.6% | +44.9% |
| All | +216.5% | -2.4% | +218.9% | +183.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling