+112.5%
NET vs APA
+156.4%
-43.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -1.1% |
| 7D | -7.0% | +0.5% | -7.5% | -7.2% |
| 30D | -4.8% | +23.4% | -28.2% | -10.3% |
| 3M | +3.8% | +12.7% | -8.9% | -0.2% |
| 6M | +50.0% | +39.4% | +10.6% | +34.6% |
| YTD | +41.5% | +79.0% | -37.5% | +17.4% |
| 1Y | +32.8% | +88.8% | -56.0% | +7.2% |
| 3Y | +335.9% | +6.4% | +329.5% | +300.5% |
| All | +112.5% | +156.4% | -43.9% | +53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling