+38.3%
GOOGL vs APA
+107.8%
-69.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.2% | -1.9% |
| 7D | -1.9% | +0.3% | -2.2% | -1.8% |
| 30D | -7.5% | +9.3% | -16.8% | -6.4% |
| 3M | -9.2% | +23.3% | -32.5% | -6.5% |
| 6M | +8.1% | +39.5% | -31.4% | +10.2% |
| YTD | +5.8% | +87.6% | -81.8% | +6.8% |
| 1Y | +38.3% | +114.2% | -75.9% | +39.6% |
| All | +38.3% | +107.8% | -69.5% | +39.6% |
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