+66.1%
INTC vs APD
+25.0%
+41.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +6.0% | +3.8% | +2.2% | +6.1% |
| 30D | -39.2% | +8.2% | -47.4% | -39.1% |
| 3M | -42.9% | +4.3% | -47.2% | -42.6% |
| 6M | -50.4% | +4.7% | -55.1% | -50.4% |
| YTD | +61.7% | +31.5% | +30.1% | +57.2% |
| 1Y | +66.1% | +23.5% | +42.6% | +64.0% |
| All | +66.1% | +25.0% | +41.2% | +64.0% |
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