+49.9%
MRK vs APA
+9.4%
+40.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -1.4% |
| 7D | -0.9% | -1.7% | +0.8% | -0.8% |
| 30D | +15.5% | +15.7% | -0.3% | +14.3% |
| 3M | +25.1% | +16.5% | +8.7% | +23.7% |
| 6M | +30.1% | +35.1% | -5.0% | +26.7% |
| YTD | +43.1% | +82.2% | -39.1% | +35.6% |
| 1Y | +82.5% | +102.5% | -20.0% | +71.3% |
| All | +49.9% | +9.4% | +40.5% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling