+1,010.1%
MDB vs APA
+31.0%
+979.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -3.7% |
| 7D | -18.0% | -1.7% | -16.3% | -17.8% |
| 30D | -10.7% | +15.7% | -26.5% | -12.8% |
| 3M | +1.0% | +16.5% | -15.5% | -1.7% |
| 6M | +31.6% | +35.1% | -3.5% | +24.6% |
| YTD | -15.2% | +82.2% | -97.4% | -23.7% |
| 1Y | +10.1% | +102.5% | -92.3% | -3.0% |
| 3Y | -5.6% | +10.3% | -15.9% | -11.6% |
| 5Y | -24.5% | +166.1% | -190.7% | -36.8% |
| All | +1,010.1% | +31.0% | +979.1% | +803.3% |
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