-10.8%
MDLN vs APA
+80.1%
-90.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | -0.4% |
| 7D | +3.7% | +0.5% | +3.2% | +3.8% |
| 30D | -0.2% | +23.4% | -23.6% | +1.8% |
| 3M | +6.2% | +12.7% | -6.5% | +8.4% |
| 6M | -14.7% | +39.4% | -54.1% | -13.9% |
| YTD | -12.9% | +79.0% | -91.8% | -13.6% |
| All | -10.8% | +80.1% | -90.9% | -11.4% |
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