+24.2%
AZN vs APA
+12.6%
+11.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.0% | -4.9% | -2.0% |
| 7D | -2.9% | +0.3% | -3.2% | -2.9% |
| 30D | -3.1% | +9.3% | -12.4% | -3.4% |
| 3M | -14.4% | +23.3% | -37.8% | -15.2% |
| 6M | -19.5% | +39.5% | -59.0% | -21.1% |
| YTD | -13.8% | +87.6% | -101.4% | -17.1% |
| 1Y | -2.4% | +114.2% | -116.6% | -7.0% |
| All | +24.2% | +12.6% | +11.6% | +18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling