-81.6%
CHTR vs APA
+173.2%
-254.8%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.7% |
| 7D | -4.1% | +4.6% | -8.7% | -4.7% |
| 30D | -3.0% | +11.9% | -14.9% | -4.5% |
| 3M | +4.8% | +22.5% | -17.7% | +1.7% |
| 6M | -35.0% | +37.5% | -72.6% | -38.3% |
| YTD | -30.2% | +87.2% | -117.3% | -36.5% |
| 1Y | -44.8% | +101.4% | -146.2% | -50.5% |
| 3Y | -66.6% | +16.9% | -83.5% | -68.8% |
| All | -81.6% | +173.2% | -254.8% | -83.7% |
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 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