+19.7%
HPQ vs APA
+9.3%
+10.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.8% | -6.3% | -4.9% |
| 7D | -0.5% | -1.7% | +1.2% | -0.1% |
| 30D | +3.7% | +15.7% | -12.0% | -0.2% |
| 3M | +24.3% | +16.5% | +7.9% | +19.0% |
| 6M | +64.8% | +35.1% | +29.7% | +50.0% |
| YTD | +43.9% | +82.2% | -38.3% | +20.4% |
| 1Y | +11.7% | +102.5% | -90.8% | -10.2% |
| 3Y | +19.7% | +10.3% | +9.4% | -3.4% |
| All | +19.7% | +9.3% | +10.3% | -3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling