+61.9%
LIN vs APA
+156.4%
-94.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.6% |
| 7D | -2.1% | +0.5% | -2.7% | -2.2% |
| 30D | -2.4% | +23.4% | -25.8% | -4.9% |
| 3M | -5.6% | +12.7% | -18.3% | -7.2% |
| 6M | -3.4% | +39.4% | -42.8% | -8.1% |
| YTD | +13.1% | +79.0% | -65.8% | +3.9% |
| 1Y | +2.5% | +88.8% | -86.4% | -7.0% |
| 3Y | +27.6% | +6.4% | +21.2% | +22.3% |
| All | +61.9% | +156.4% | -94.5% | +31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling