+319.1%
DELL vs APA
+94.6%
+224.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.2% | +4.7% | +1.6% |
| 7D | +14.9% | +0.5% | +14.3% | +14.8% |
| 30D | +13.3% | +23.4% | -10.1% | +11.4% |
| 3M | +24.4% | +12.7% | +11.7% | +23.3% |
| 6M | +258.0% | +39.4% | +218.6% | +226.8% |
| YTD | +320.2% | +79.0% | +241.2% | +266.9% |
| 1Y | +319.1% | +88.8% | +230.2% | +260.0% |
| All | +319.1% | +94.6% | +224.4% | +260.0% |
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