+322.4%
NET vs APA
+23.8%
+298.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.9% | +4.3% | -1.4% |
| 7D | -16.4% | -13.0% | -3.4% | -14.5% |
| 30D | -25.8% | +2.0% | -27.8% | -26.1% |
| 3M | -11.5% | +24.9% | -36.4% | -15.1% |
| 6M | +18.9% | +7.2% | +11.8% | +16.6% |
| YTD | +35.2% | +87.1% | -51.9% | +18.8% |
| 1Y | +14.5% | +107.2% | -92.7% | -2.0% |
| All | +322.4% | +23.8% | +298.6% | +271.0% |
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 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