+50.3%
INTC vs APD
+11.7%
+38.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.1% |
| 7D | -14.4% | -3.7% | -10.8% | -13.5% |
| 30D | -50.2% | +9.6% | -59.9% | -51.7% |
| 3M | -43.6% | +1.6% | -45.3% | -44.2% |
| 6M | -50.2% | +2.2% | -52.4% | -50.9% |
| YTD | +52.5% | +25.9% | +26.7% | +39.1% |
| 1Y | +51.1% | +20.1% | +31.0% | +39.9% |
| 3Y | +50.3% | +12.4% | +37.9% | +40.0% |
| All | +50.3% | +11.7% | +38.6% | +40.0% |
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 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