+21.5%
HPQ vs APA
+104.3%
-82.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.2% | -0.5% |
| 7D | -1.9% | +9.6% | -11.5% | -2.9% |
| 30D | -5.7% | -0.2% | -5.5% | -6.0% |
| 3M | -0.4% | +19.8% | -20.3% | -3.6% |
| 6M | +40.0% | +30.1% | +10.0% | +33.0% |
| YTD | +34.6% | +100.4% | -65.8% | +12.8% |
| All | +21.5% | +104.3% | -82.8% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling