+212.4%
NXPI vs APA
+8.7%
+203.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.5% | -1.2% |
| 7D | +6.8% | +8.5% | -1.8% | +4.8% |
| 30D | +20.0% | +2.8% | +17.3% | +19.0% |
| 3M | +14.8% | +21.7% | -6.9% | +9.1% |
| 6M | -10.5% | +32.6% | -43.1% | -17.4% |
| YTD | +23.7% | +103.7% | -80.0% | +1.6% |
| 1Y | +34.1% | +101.8% | -67.7% | +10.2% |
| 3Y | +51.2% | +48.1% | +3.2% | +28.6% |
| 5Y | +33.4% | +91.9% | -58.5% | +2.5% |
| All | +212.4% | +8.7% | +203.7% | +94.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling