-41.4%
CHTR vs APA
+94.6%
-136.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.2% | +3.6% | +0.5% |
| 7D | -1.1% | +0.5% | -1.6% | -1.1% |
| 30D | -0.8% | +23.4% | -24.2% | -2.0% |
| 3M | +17.8% | +12.7% | +5.1% | +16.7% |
| 6M | -34.5% | +39.4% | -73.9% | -36.3% |
| YTD | -27.2% | +79.0% | -106.1% | -30.3% |
| 1Y | -41.4% | +88.8% | -130.3% | -43.4% |
| All | -41.4% | +94.6% | -136.1% | -43.4% |
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