+150.5%
GOOGL vs APA
+9.3%
+141.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.9% | -0.1% |
| 7D | +1.1% | -1.7% | +2.8% | +1.1% |
| 30D | -4.4% | +15.7% | -20.2% | -5.2% |
| 3M | -6.8% | +16.5% | -23.3% | -7.6% |
| 6M | +13.6% | +35.1% | -21.5% | +9.9% |
| YTD | +8.3% | +82.2% | -73.9% | +0.7% |
| 1Y | +44.9% | +102.5% | -57.5% | +32.3% |
| 3Y | +150.5% | +10.3% | +140.2% | +119.8% |
| All | +150.5% | +9.3% | +141.1% | +119.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling