+113.0%
HOOD vs APA
+71.7%
+41.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +2.5% |
| 7D | -4.8% | -15.5% | +10.7% | -0.7% |
| 30D | -26.1% | +2.4% | -28.5% | -26.9% |
| 3M | -10.8% | +22.8% | -33.6% | -16.6% |
| 6M | +2.4% | +17.9% | -15.6% | -4.3% |
| YTD | -28.5% | +87.7% | -116.1% | -44.8% |
| 1Y | -36.3% | +94.2% | -130.5% | -51.6% |
| 3Y | +743.7% | +27.2% | +716.5% | +588.8% |
| All | +113.0% | +71.7% | +41.4% | +46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling