+2,662.4%
DELL vs APA
+8.7%
+2,653.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.6% | -8.8% | -7.5% |
| 7D | +4.9% | +8.5% | -3.7% | +3.2% |
| 30D | -32.1% | +2.8% | -34.9% | -32.4% |
| 3M | -30.2% | +21.7% | -51.9% | -33.1% |
| 6M | +41.7% | +32.6% | +9.1% | +32.6% |
| YTD | +176.6% | +103.7% | +72.9% | +135.1% |
| 1Y | +159.9% | +101.8% | +58.1% | +121.1% |
| 3Y | +388.0% | +48.1% | +339.9% | +326.5% |
| 5Y | +578.2% | +91.9% | +486.3% | +449.4% |
| All | +2,662.4% | +8.7% | +2,653.7% | +1,806.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling