+78.0%
MRK vs APA
+111.4%
-33.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.9% |
| 7D | -5.0% | +0.8% | -5.8% | -5.0% |
| 30D | +11.0% | +9.6% | +1.3% | +10.5% |
| 3M | +22.4% | +18.0% | +4.4% | +21.3% |
| 6M | +25.4% | +41.9% | -16.5% | +21.2% |
| YTD | +39.5% | +86.3% | -46.8% | +29.3% |
| 1Y | +78.0% | +97.9% | -19.9% | +63.0% |
| All | +78.0% | +111.4% | -33.4% | +63.0% |
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