+81.2%
EQX vs APD
+24.4%
+56.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.5% | -4.9% |
| 7D | -7.0% | -3.5% | -3.5% | -5.8% |
| 30D | +4.8% | -5.1% | +9.9% | +6.7% |
| 3M | +25.6% | +6.9% | +18.8% | +22.6% |
| 6M | -25.8% | +8.1% | -33.9% | -28.2% |
| YTD | -12.7% | +21.2% | -34.0% | -19.7% |
| 1Y | +14.1% | +4.9% | +9.2% | +10.9% |
| 3Y | +165.7% | +6.3% | +159.4% | +150.8% |
| 5Y | +81.2% | +24.3% | +57.0% | +49.8% |
| All | +81.2% | +24.4% | +56.8% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling