+44.5%
GOOG vs APA
+94.6%
-50.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -1.5% |
| 7D | -2.2% | +0.5% | -2.7% | -2.1% |
| 30D | -6.9% | +23.4% | -30.3% | -4.3% |
| 3M | -9.1% | +12.7% | -21.8% | -7.3% |
| 6M | +10.6% | +39.4% | -28.8% | +12.6% |
| YTD | +7.0% | +79.0% | -72.0% | +8.2% |
| 1Y | +44.5% | +88.8% | -44.3% | +46.4% |
| All | +44.5% | +94.6% | -50.1% | +46.4% |
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