+9.5%
NI vs APA
+104.3%
-94.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.6% |
| 7D | +3.1% | +9.6% | -6.5% | +3.1% |
| 30D | +11.2% | -0.2% | +11.4% | +11.1% |
| 3M | +9.8% | +19.8% | -10.0% | +9.9% |
| 6M | -1.6% | +30.1% | -31.7% | -1.6% |
| YTD | +12.6% | +100.4% | -87.8% | +10.0% |
| All | +9.5% | +104.3% | -94.8% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling