-53.4%
FIG vs APA
+104.3%
-157.6%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.2% | -0.5% |
| 7D | +2.6% | +9.6% | -7.0% | +1.6% |
| 30D | -13.1% | -0.2% | -12.8% | -13.4% |
| 3M | -20.3% | +19.8% | -40.2% | -22.2% |
| 6M | -2.1% | +30.1% | -32.2% | -4.5% |
| YTD | -49.4% | +100.4% | -149.8% | -52.5% |
| All | -53.4% | +104.3% | -157.6% | -56.5% |
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