+57.4%
INTC vs APD
+36.4%
+21.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.7% | -3.5% |
| 7D | -39.0% | +3.8% | -42.8% | -38.7% |
| 30D | -49.8% | +14.1% | -64.0% | -49.5% |
| 3M | -42.2% | +8.2% | -50.4% | -41.9% |
| 6M | -39.2% | +7.5% | -46.7% | -39.1% |
| YTD | +57.9% | +31.7% | +26.3% | +59.8% |
| 1Y | +57.4% | +35.1% | +22.3% | +63.7% |
| All | +57.4% | +36.4% | +21.0% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling