+111.7%
INTC vs APA
+156.3%
-44.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.8% | +7.2% | +8.7% |
| 7D | +17.4% | -1.7% | +19.1% | +17.8% |
| 30D | +2.8% | +15.7% | -13.0% | -0.2% |
| 3M | -5.3% | +16.5% | -21.7% | -8.6% |
| 6M | +140.6% | +35.1% | +105.5% | +120.6% |
| YTD | +183.1% | +82.2% | +100.9% | +140.3% |
| 1Y | +326.8% | +102.5% | +224.3% | +250.5% |
| 3Y | +179.4% | +10.3% | +169.1% | +147.2% |
| 5Y | +111.7% | +166.1% | -54.4% | +54.0% |
| All | +111.7% | +156.3% | -44.6% | +54.0% |
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 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