+10.1%
MDB vs APA
+96.0%
-85.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -3.4% |
| 7D | -18.0% | -1.7% | -16.3% | -18.0% |
| 30D | -10.7% | +15.7% | -26.5% | -10.6% |
| 3M | +1.0% | +16.5% | -15.5% | +1.5% |
| 6M | +31.6% | +35.1% | -3.5% | +32.7% |
| YTD | -15.2% | +82.2% | -97.4% | -12.5% |
| 1Y | +10.1% | +102.5% | -92.3% | +12.7% |
| All | +10.1% | +96.0% | -85.8% | +12.7% |
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 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