+31.6%
HPQ vs APA
+101.6%
-70.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.4% | +8.0% | +8.3% |
| 7D | +9.8% | +4.6% | +5.2% | +9.1% |
| 30D | +22.4% | +11.9% | +10.4% | +20.4% |
| 3M | +45.2% | +22.5% | +22.7% | +40.4% |
| 6M | +96.4% | +37.5% | +58.9% | +83.8% |
| YTD | +65.4% | +87.2% | -21.8% | +46.8% |
| 1Y | +31.6% | +101.4% | -69.9% | +16.0% |
| All | +31.6% | +101.6% | -70.0% | +16.0% |
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