+50.0%
EXPE vs APA
+107.6%
-57.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -6.9% | +17.4% | +9.2% |
| 7D | +14.6% | -13.0% | +27.6% | +12.0% |
| 30D | +21.4% | +2.0% | +19.4% | +21.7% |
| 3M | +1.4% | +24.9% | -23.5% | +5.8% |
| 6M | +28.6% | +7.2% | +21.4% | +33.4% |
| YTD | +12.1% | +87.1% | -75.0% | +12.7% |
| 1Y | +50.0% | +107.2% | -57.1% | +48.1% |
| All | +50.0% | +107.6% | -57.6% | +48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling