+5,615.8%
NI vs APA
+905.9%
+4,709.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.6% | -3.0% | +0.2% |
| 7D | +0.6% | +5.1% | -4.5% | 0.0% |
| 30D | +11.2% | +0.3% | +10.9% | +11.0% |
| 3M | +9.2% | +15.6% | -6.5% | +7.1% |
| 6M | -1.8% | +28.9% | -30.7% | -5.3% |
| YTD | +12.0% | +96.6% | -84.5% | +2.2% |
| 1Y | +6.4% | +95.5% | -89.1% | -2.9% |
| 3Y | +99.4% | +41.8% | +57.6% | +84.6% |
| 5Y | +113.1% | +85.4% | +27.7% | +85.3% |
| 10Y | +192.3% | +4.5% | +187.7% | +137.6% |
| All | +5,615.8% | +905.9% | +4,709.9% | +3,596.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling