+3,014.5%
EQT vs APA
+860.1%
+2,154.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.9% | -1.9% |
| 7D | -2.0% | +0.3% | -2.3% | -2.2% |
| 30D | +1.0% | +9.3% | -8.3% | -2.3% |
| 3M | +4.0% | +23.3% | -19.3% | -3.9% |
| 6M | -11.7% | +39.5% | -51.2% | -22.6% |
| YTD | +2.8% | +87.6% | -84.8% | -19.4% |
| 1Y | +10.0% | +114.2% | -104.2% | -18.3% |
| 3Y | +34.1% | +13.6% | +20.6% | +18.7% |
| 5Y | +195.3% | +175.6% | +19.7% | +88.7% |
| 10Y | +51.6% | -2.6% | +54.2% | +2.2% |
| All | +3,014.5% | +860.1% | +2,154.4% | +1,357.9% |
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