+5,283.0%
O vs APA
+533.0%
+4,749.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +3.3% | -8.7% | +12.1% | +4.7% |
| 30D | +10.3% | -2.4% | +12.8% | +10.5% |
| 3M | -3.5% | +19.0% | -22.5% | -6.5% |
| 6M | -1.3% | +26.8% | -28.1% | -5.7% |
| YTD | +10.3% | +87.3% | -77.0% | -1.8% |
| 1Y | +10.4% | +92.3% | -81.9% | -2.3% |
| 3Y | +40.0% | +37.3% | +2.7% | +26.5% |
| 5Y | +12.4% | +73.2% | -60.8% | -6.6% |
| 10Y | +78.2% | -0.9% | +79.1% | +31.6% |
| All | +5,283.0% | +533.0% | +4,749.9% | +3,303.3% |
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 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