+27.8%
INTC vs APA
+94.1%
-66.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.2% | -2.8% |
| 7D | +6.0% | +8.5% | -2.5% | +4.5% |
| 30D | -39.2% | +2.8% | -42.0% | -39.6% |
| 3M | -42.9% | +21.7% | -64.7% | -45.2% |
| 6M | -50.4% | +32.6% | -83.0% | -53.6% |
| YTD | +61.7% | +103.7% | -42.0% | +33.4% |
| 1Y | +66.1% | +101.8% | -35.7% | +37.3% |
| 3Y | +58.1% | +48.1% | +10.1% | +31.6% |
| All | +27.8% | +94.1% | -66.2% | -1.5% |
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