+32,991.5%
GILD vs APA
+1,037.5%
+31,954.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | -4.8% | +4.6% | -9.4% | -5.4% |
| 30D | +5.8% | +11.9% | -6.1% | +4.2% |
| 3M | +14.9% | +22.5% | -7.5% | +11.6% |
| 6M | -0.4% | +37.5% | -37.9% | -5.3% |
| YTD | +18.5% | +87.2% | -68.6% | +7.8% |
| 1Y | +25.1% | +101.4% | -76.3% | +12.2% |
| 3Y | +105.9% | +16.9% | +89.0% | +93.7% |
| 5Y | +143.0% | +178.4% | -35.5% | +93.1% |
| 10Y | +162.4% | -2.9% | +165.3% | +110.0% |
| All | +32,991.5% | +1,037.5% | +31,954.1% | +15,490.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling