+43.4%
EQX vs APD
+6.0%
+37.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | -1.4% | -2.2% | +0.8% | -1.1% |
| 30D | +24.4% | +2.1% | +22.3% | +24.1% |
| 3M | +11.6% | +7.2% | +4.4% | +11.3% |
| 6M | -25.0% | +11.2% | -36.2% | -25.4% |
| YTD | -8.4% | +24.4% | -32.8% | -11.2% |
| 1Y | +43.4% | +6.7% | +36.7% | +48.4% |
| All | +43.4% | +6.0% | +37.4% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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