+4,681.2%
DELL vs APA
+8.6%
+4,672.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.2% | +4.7% | +2.1% |
| 7D | +14.9% | +0.5% | +14.3% | +14.7% |
| 30D | +13.3% | +23.4% | -10.1% | +8.2% |
| 3M | +24.4% | +12.7% | +11.7% | +20.5% |
| 6M | +258.0% | +39.4% | +218.6% | +228.9% |
| YTD | +320.2% | +79.0% | +241.2% | +266.7% |
| 1Y | +319.1% | +88.8% | +230.2% | +259.5% |
| 3Y | +706.5% | +6.4% | +700.2% | +648.9% |
| 5Y | +1,071.9% | +153.0% | +918.9% | +804.6% |
| 10Y | +4,683.5% | +7.5% | +4,675.9% | +3,115.6% |
| All | +4,681.2% | +8.6% | +4,672.7% | +3,118.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling