+143.3%
DELL vs APA
+107.6%
+35.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -6.9% | -2.0% | -8.6% |
| 7D | -24.6% | -13.0% | -11.6% | -24.3% |
| 30D | -32.5% | +2.0% | -34.5% | -32.2% |
| 3M | -20.2% | +24.9% | -45.1% | -20.2% |
| 6M | +76.5% | +7.2% | +69.3% | +79.5% |
| YTD | +198.9% | +87.1% | +111.8% | +164.6% |
| 1Y | +143.3% | +107.2% | +36.2% | +110.5% |
| All | +143.3% | +107.6% | +35.7% | +110.5% |
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