+250.7%
HOOD vs APA
+155.4%
+95.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -1.3% |
| 7D | +17.1% | +0.5% | +16.6% | +16.9% |
| 30D | +31.6% | +23.4% | +8.2% | +24.2% |
| 3M | +38.2% | +12.7% | +25.6% | +32.8% |
| 6M | +48.5% | +39.4% | +9.1% | +30.1% |
| YTD | +8.0% | +79.0% | -71.0% | -13.1% |
| 1Y | +18.7% | +88.8% | -70.2% | -7.6% |
| 3Y | +999.1% | +6.4% | +992.7% | +857.7% |
| 5Y | +181.7% | +153.0% | +28.7% | +123.5% |
| All | +250.7% | +155.4% | +95.2% | +185.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling