+488.5%
NDAQ vs APA
+8.7%
+479.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.3% |
| 7D | +1.3% | +8.5% | -7.3% | +0.5% |
| 30D | +18.0% | +2.8% | +15.2% | +17.5% |
| 3M | +11.5% | +21.7% | -10.2% | +9.2% |
| 6M | +21.1% | +32.6% | -11.5% | +17.3% |
| YTD | +12.8% | +103.7% | -90.9% | +4.1% |
| 1Y | +25.7% | +101.8% | -76.1% | +16.0% |
| 3Y | +116.8% | +48.1% | +68.8% | +101.8% |
| 5Y | +67.3% | +91.9% | -24.6% | +49.4% |
| All | +488.5% | +8.7% | +479.8% | +373.5% |
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