+694.6%
DELL vs APA
+9.3%
+685.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | 0.0% | +1.4% |
| 7D | +25.6% | -1.7% | +27.3% | +26.1% |
| 30D | +17.7% | +15.7% | +1.9% | +12.8% |
| 3M | +33.4% | +16.5% | +17.0% | +26.9% |
| 6M | +266.2% | +35.1% | +231.1% | +225.0% |
| YTD | +328.0% | +82.2% | +245.8% | +243.7% |
| 1Y | +339.6% | +102.5% | +237.1% | +236.3% |
| 3Y | +694.6% | +10.3% | +684.3% | +488.1% |
| All | +694.6% | +9.3% | +685.3% | +488.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling