+146.8%
GOOG vs APD
+10.0%
+136.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.2% |
| 7D | +1.1% | -2.5% | +3.6% | +1.4% |
| 30D | -5.1% | -1.9% | -3.2% | -4.8% |
| 3M | -7.1% | +8.2% | -15.3% | -8.3% |
| 6M | +12.7% | +10.7% | +1.9% | +10.6% |
| YTD | +7.1% | +22.9% | -15.8% | +3.1% |
| 1Y | +43.6% | +5.8% | +37.8% | +42.1% |
| 3Y | +146.8% | +7.8% | +139.0% | +144.9% |
| All | +146.8% | +10.0% | +136.8% | +144.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 3y: compounded portfolio wealth divided by compounded APD 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…
3y analysis · Full analysis span regression · 6 months rolling