+242.5%
MET vs APA
-2.8%
+245.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | -2.5% | +0.8% | -3.3% | -2.7% |
| 30D | 0.0% | +9.6% | -9.6% | -2.4% |
| 3M | +13.1% | +18.0% | -4.9% | +7.8% |
| 6M | +39.0% | +41.9% | -2.9% | +24.8% |
| YTD | +25.2% | +86.3% | -61.1% | +4.3% |
| 1Y | +25.6% | +97.9% | -72.2% | +2.2% |
| 3Y | +67.1% | +12.8% | +54.3% | +51.2% |
| 5Y | +85.1% | +177.2% | -92.1% | +25.0% |
| All | +242.5% | -2.8% | +245.3% | +121.6% |
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 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