+57.4%
MAR vs APA
+107.6%
-50.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.9% | +8.9% | +1.0% |
| 7D | +7.7% | -13.0% | +20.7% | +5.6% |
| 30D | +19.4% | +2.0% | +17.4% | +19.7% |
| 3M | +23.3% | +24.9% | -1.6% | +28.0% |
| 6M | +22.8% | +7.2% | +15.7% | +25.2% |
| YTD | +37.8% | +87.1% | -49.3% | +40.8% |
| 1Y | +57.4% | +107.2% | -49.8% | +63.2% |
| All | +57.4% | +107.6% | -50.3% | +63.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling