+327.1%
NET vs APA
+5.6%
+321.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -1.4% |
| 7D | -7.0% | +0.5% | -7.5% | -7.1% |
| 30D | -4.8% | +23.4% | -28.2% | -8.4% |
| 3M | +3.8% | +12.7% | -8.9% | +1.2% |
| 6M | +50.0% | +39.4% | +10.6% | +39.5% |
| YTD | +41.5% | +79.0% | -37.5% | +25.0% |
| 1Y | +32.8% | +88.8% | -56.0% | +15.0% |
| All | +327.1% | +5.6% | +321.5% | +283.1% |
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