-0.9%
MCHP vs APA
+12.6%
-13.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.5% | -1.4% |
| 7D | +0.3% | +0.3% | 0.0% | +0.2% |
| 30D | -9.8% | +9.3% | -19.1% | -12.3% |
| 3M | -19.7% | +23.3% | -43.0% | -25.7% |
| 6M | +13.6% | +39.5% | -25.9% | -2.5% |
| YTD | +16.5% | +87.6% | -71.1% | -12.7% |
| 1Y | +15.7% | +114.2% | -98.5% | -19.6% |
| All | -0.9% | +12.6% | -13.5% | -31.6% |
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