+1,049.8%
MDB vs APA
+28.7%
+1,021.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.2% | -0.9% | -3.6% |
| 7D | -17.4% | +0.5% | -18.0% | -17.5% |
| 30D | -2.0% | +23.4% | -25.4% | -5.1% |
| 3M | -3.0% | +12.7% | -15.7% | -5.1% |
| 6M | +48.7% | +39.4% | +9.3% | +40.1% |
| YTD | -12.1% | +79.0% | -91.1% | -20.7% |
| 1Y | +14.5% | +88.8% | -74.3% | +1.9% |
| 3Y | -6.1% | +6.4% | -12.5% | -11.6% |
| 5Y | -27.3% | +153.0% | -180.3% | -38.8% |
| All | +1,049.8% | +28.7% | +1,021.1% | +838.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling