+427.9%
LIN vs APA
+7.0%
+420.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.7% | -1.0% |
| 7D | +0.2% | +9.6% | -9.4% | -0.9% |
| 30D | +6.2% | -0.2% | +6.4% | +6.0% |
| 3M | +9.3% | +19.8% | -10.5% | +6.6% |
| 6M | +4.4% | +30.1% | -25.7% | +0.3% |
| YTD | +23.7% | +100.4% | -76.7% | +11.8% |
| 1Y | +23.5% | +105.2% | -81.7% | +11.1% |
| 3Y | +35.8% | +44.6% | -8.8% | +24.5% |
| 5Y | +65.9% | +88.8% | -22.9% | +43.2% |
| All | +427.9% | +7.0% | +420.9% | +314.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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