+3.6%
GOOG vs APA
+107.6%
-104.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.9% | +10.1% | +2.1% |
| 7D | -10.7% | -13.0% | +2.2% | -12.5% |
| 30D | -16.4% | +2.0% | -18.4% | -16.0% |
| 3M | -23.4% | +24.9% | -48.3% | -20.3% |
| 6M | -24.2% | +7.2% | -31.4% | -22.4% |
| YTD | -8.3% | +87.1% | -95.4% | -5.4% |
| 1Y | +3.6% | +107.2% | -103.6% | +8.6% |
| All | +3.6% | +107.6% | -104.0% | +8.6% |
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