+155.1%
INTC vs APD
+11.2%
+144.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.5% | +4.8% |
| 7D | +7.1% | -2.2% | +9.3% | +7.8% |
| 30D | -5.2% | +2.1% | -7.3% | -6.1% |
| 3M | -14.3% | +7.2% | -21.5% | -16.9% |
| 6M | +110.2% | +11.2% | +98.9% | +101.5% |
| YTD | +159.6% | +24.4% | +135.2% | +138.1% |
| 1Y | +289.3% | +6.7% | +282.6% | +278.9% |
| All | +155.1% | +11.2% | +144.0% | +139.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling