+700.7%
GOOGL vs APD
+191.6%
+509.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | +5.7% | +2.2% | +3.5% | +4.8% |
| 30D | -15.6% | +9.4% | -25.0% | -18.6% |
| 3M | -13.0% | +4.7% | -17.7% | -14.8% |
| 6M | -22.8% | +5.5% | -28.3% | -25.0% |
| YTD | -4.4% | +31.4% | -35.8% | -15.8% |
| 1Y | +4.5% | +24.1% | -19.7% | -6.1% |
| 3Y | +127.4% | +28.8% | +98.7% | +94.1% |
| 5Y | +102.8% | +15.8% | +87.1% | +76.7% |
| All | +700.7% | +191.6% | +509.1% | +294.5% |
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