+56.4%
AZN vs APA
+169.7%
-113.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.8% |
| 7D | -3.1% | +0.8% | -3.9% | -3.2% |
| 30D | +0.6% | +9.6% | -9.1% | 0.0% |
| 3M | -10.8% | +18.0% | -28.8% | -11.7% |
| 6M | -18.1% | +41.9% | -60.0% | -20.2% |
| YTD | -12.3% | +86.3% | -98.6% | -16.1% |
| 1Y | -0.2% | +97.9% | -98.1% | -5.1% |
| 3Y | +23.4% | +12.8% | +10.6% | +19.9% |
| 5Y | +56.4% | +177.2% | -120.8% | +58.9% |
| All | +56.4% | +169.7% | -113.3% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling