+22,650.5%
PH vs APA
+860.5%
+21,790.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.2% | +2.2% |
| 7D | +2.0% | -15.5% | +17.5% | +6.2% |
| 30D | -3.7% | +2.4% | -6.1% | -4.6% |
| 3M | -14.0% | +22.8% | -36.8% | -19.2% |
| 6M | +2.1% | +17.9% | -15.8% | -3.8% |
| YTD | +5.1% | +87.7% | -82.6% | -13.9% |
| 1Y | +10.9% | +94.2% | -83.2% | -10.2% |
| 3Y | +132.9% | +27.2% | +105.7% | +103.1% |
| 5Y | +200.1% | +74.1% | +125.9% | +128.9% |
| 10Y | +783.8% | +2.6% | +781.2% | +500.3% |
| All | +22,650.5% | +860.5% | +21,790.0% | +11,787.5% |
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