+76.2%
FDX vs APA
+94.1%
-17.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.3% |
| 7D | +5.2% | +8.5% | -3.3% | +3.8% |
| 30D | +11.3% | +2.8% | +8.5% | +10.5% |
| 3M | -4.1% | +21.7% | -25.8% | -7.6% |
| 6M | +9.6% | +32.6% | -23.0% | +3.5% |
| YTD | +40.9% | +103.7% | -62.8% | +20.2% |
| 1Y | +53.0% | +101.8% | -48.8% | +30.5% |
| 3Y | +74.1% | +48.1% | +26.0% | +50.3% |
| All | +76.2% | +94.1% | -17.9% | +39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling