+37.8%
LIN vs APA
+21.0%
+16.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.5% |
| 7D | +3.6% | -15.6% | +19.2% | +4.7% |
| 30D | +6.4% | -0.9% | +7.3% | +6.3% |
| 3M | +6.5% | +26.1% | -19.6% | +4.4% |
| 6M | +4.9% | +6.1% | -1.2% | +4.1% |
| YTD | +23.4% | +82.8% | -59.4% | +15.7% |
| 1Y | +26.3% | +106.5% | -80.2% | +16.8% |
| All | +37.8% | +21.0% | +16.8% | +25.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling