+231.1%
HOOD vs APA
+167.8%
+63.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.0% | -4.7% | -2.5% |
| 7D | +7.7% | +0.3% | +7.4% | +7.6% |
| 30D | +22.0% | +9.3% | +12.7% | +18.9% |
| 3M | +37.6% | +23.3% | +14.3% | +29.0% |
| 6M | +45.3% | +39.5% | +5.8% | +27.7% |
| YTD | +1.9% | +87.6% | -85.7% | -19.0% |
| 1Y | -2.7% | +114.2% | -117.0% | -27.1% |
| 3Y | +973.4% | +13.6% | +959.8% | +819.1% |
| 5Y | +179.3% | +175.6% | +3.7% | +123.3% |
| All | +231.1% | +167.8% | +63.3% | +166.4% |
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