+270.0%
INTC vs APD
+162.9%
+107.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.1% |
| 7D | +18.0% | -4.6% | +22.6% | +20.8% |
| 30D | +8.9% | -4.2% | +13.1% | +11.1% |
| 3M | -1.6% | +5.0% | -6.5% | -5.0% |
| 6M | +133.1% | +8.9% | +124.1% | +120.1% |
| YTD | +187.9% | +21.9% | +166.0% | +154.2% |
| 1Y | +334.7% | +5.6% | +329.1% | +310.7% |
| 3Y | +184.2% | +6.9% | +177.3% | +160.3% |
| 5Y | +116.0% | +25.3% | +90.7% | +74.4% |
| 10Y | +270.0% | +169.1% | +100.9% | +75.6% |
| All | +270.0% | +162.9% | +107.1% | +75.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling