+38.3%
GOOG vs APA
+111.4%
-73.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.5% |
| 7D | -2.5% | +0.8% | -3.3% | -2.4% |
| 30D | -3.6% | +9.6% | -13.2% | -2.5% |
| 3M | -6.4% | +18.0% | -24.4% | -4.1% |
| 6M | +7.8% | +41.9% | -34.1% | +9.9% |
| YTD | +5.5% | +86.3% | -80.8% | +6.4% |
| 1Y | +38.3% | +97.9% | -59.6% | +39.0% |
| All | +38.3% | +111.4% | -73.1% | +39.0% |
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