+10.3%
HPQ vs APA
+88.6%
-78.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +1.1% |
| 7D | -3.2% | +5.1% | -8.3% | -4.4% |
| 30D | -3.0% | +0.3% | -3.3% | -3.6% |
| 3M | +0.6% | +15.6% | -15.1% | -3.5% |
| 6M | +36.6% | +28.9% | +7.7% | +26.9% |
| YTD | +35.0% | +96.6% | -61.6% | +11.4% |
| 1Y | +23.1% | +95.5% | -72.4% | +1.5% |
| 3Y | +18.6% | +41.8% | -23.2% | +0.1% |
| 5Y | +10.3% | +85.4% | -75.1% | -14.5% |
| All | +10.3% | +88.6% | -78.2% | -14.5% |
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