+51.2%
INTC vs APD
+22.2%
+29.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.1% |
| 7D | -4.0% | -0.2% | -3.8% | -3.9% |
| 30D | -44.5% | +11.0% | -55.5% | -44.5% |
| 3M | -40.4% | +1.3% | -41.7% | -40.0% |
| 6M | -53.5% | +6.4% | -59.8% | -53.7% |
| YTD | +57.5% | +28.9% | +28.6% | +54.0% |
| 1Y | +51.2% | +23.2% | +28.0% | +50.4% |
| All | +51.2% | +22.2% | +29.0% | +50.4% |
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