+1,103.1%
DELL vs APA
+169.1%
+934.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.0% |
| 3M | +33.4% | +16.5% | +17.0% | +27.2% |
| 6M | +266.2% | +35.1% | +231.1% | +230.1% |
| YTD | +328.0% | +82.2% | +245.8% | +254.6% |
| 1Y | +339.6% | +102.5% | +237.1% | +250.4% |
| 3Y | +694.6% | +10.3% | +684.3% | +592.7% |
| All | +1,103.1% | +169.1% | +934.0% | +744.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling