+740.7%
GOOGL vs APD
+168.7%
+572.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -2.8% | -3.5% | +0.7% | -1.5% |
| 30D | -3.2% | -5.1% | +1.9% | -1.3% |
| 3M | -6.6% | +6.9% | -13.5% | -9.6% |
| 6M | +8.5% | +8.1% | +0.4% | +4.1% |
| YTD | +6.5% | +21.2% | -14.8% | -3.0% |
| 1Y | +39.4% | +4.9% | +34.6% | +34.2% |
| 3Y | +146.2% | +6.3% | +139.9% | +128.4% |
| 5Y | +138.3% | +24.3% | +114.1% | +98.3% |
| All | +740.7% | +168.7% | +572.0% | +339.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling