+740.7%
GOOGL vs APA
-2.8%
+743.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | -2.8% | +0.8% | -3.6% | -2.9% |
| 30D | -3.2% | +9.6% | -12.8% | -4.4% |
| 3M | -6.6% | +18.0% | -24.6% | -8.9% |
| 6M | +8.5% | +41.9% | -33.4% | +2.4% |
| YTD | +6.5% | +86.3% | -79.8% | -3.5% |
| 1Y | +39.4% | +97.9% | -58.4% | +24.8% |
| 3Y | +146.2% | +12.8% | +133.4% | +131.9% |
| 5Y | +138.3% | +177.2% | -38.9% | +93.5% |
| All | +740.7% | -2.8% | +743.4% | +562.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling