+180.0%
DELL vs APA
+104.3%
+75.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.6% | -0.9% |
| 7D | +17.1% | +9.6% | +7.5% | +16.1% |
| 30D | -35.1% | -0.2% | -34.8% | -35.1% |
| 3M | -23.3% | +19.8% | -43.1% | -23.9% |
| 6M | +55.8% | +30.1% | +25.8% | +53.3% |
| YTD | +198.0% | +100.4% | +97.5% | +143.9% |
| All | +180.0% | +104.3% | +75.8% | +128.2% |
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