+179.4%
INTC vs APA
+9.3%
+170.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.8% | +7.2% | +8.7% |
| 7D | +17.4% | -1.7% | +19.1% | +17.7% |
| 30D | +2.8% | +15.7% | -13.0% | -0.1% |
| 3M | -5.3% | +16.5% | -21.7% | -8.4% |
| 6M | +140.6% | +35.1% | +105.5% | +117.7% |
| YTD | +183.1% | +82.2% | +100.9% | +132.1% |
| 1Y | +326.8% | +102.5% | +224.3% | +234.7% |
| 3Y | +179.4% | +10.3% | +169.1% | +129.3% |
| All | +179.4% | +9.3% | +170.1% | +129.3% |
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