+245.4%
EQX vs APD
+126.4%
+119.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.0% |
| 7D | +3.8% | -2.5% | +6.3% | +4.4% |
| 30D | +9.4% | -1.9% | +11.3% | +9.9% |
| 3M | +16.8% | +8.2% | +8.6% | +14.5% |
| 6M | -23.7% | +10.7% | -34.4% | -25.8% |
| YTD | -9.6% | +22.9% | -32.5% | -15.0% |
| 1Y | +29.1% | +5.8% | +23.3% | +26.2% |
| 3Y | +175.3% | +7.8% | +167.6% | +163.4% |
| 5Y | +77.3% | +26.1% | +51.2% | +63.1% |
| All | +245.4% | +126.4% | +119.0% | +417.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling