+4.4%
NI vs APA
+111.4%
-107.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.6% |
| 7D | -0.6% | +0.8% | -1.4% | -0.6% |
| 30D | -1.4% | +9.6% | -11.0% | -1.3% |
| 3M | -10.6% | +18.0% | -28.6% | -10.5% |
| 6M | -9.9% | +41.9% | -51.8% | -10.0% |
| YTD | +1.2% | +86.3% | -85.2% | +0.4% |
| 1Y | +4.4% | +97.9% | -93.4% | +4.6% |
| All | +4.4% | +111.4% | -107.0% | +4.6% |
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