+10.9%
MMM vs APA
+101.2%
-90.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.0% | -3.4% | -1.2% |
| 7D | -0.8% | +9.6% | -10.4% | +0.2% |
| 30D | +14.4% | -0.2% | +14.6% | +14.5% |
| 3M | +1.8% | +19.8% | -18.1% | +3.4% |
| 6M | +31.3% | +30.1% | +1.2% | +34.5% |
| YTD | +18.0% | +100.4% | -82.5% | +13.1% |
| 1Y | +10.9% | +105.2% | -94.3% | +6.0% |
| All | +10.9% | +101.2% | -90.3% | +6.0% |
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