+312.3%
DELL vs APA
+111.4%
+200.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.7% | -5.3% |
| 7D | -1.9% | +0.8% | -2.7% | -1.9% |
| 30D | +14.9% | +9.6% | +5.3% | +14.4% |
| 3M | +37.2% | +18.0% | +19.2% | +36.1% |
| 6M | +254.0% | +41.9% | +212.1% | +226.2% |
| YTD | +306.1% | +86.3% | +219.8% | +257.8% |
| 1Y | +312.3% | +97.9% | +214.4% | +264.6% |
| All | +312.3% | +111.4% | +200.9% | +264.6% |
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