+99.6%
PSX vs APA
+94.6%
+5.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +1.3% |
| 7D | +4.5% | +0.5% | +4.0% | +4.3% |
| 30D | +26.6% | +23.4% | +3.2% | +16.8% |
| 3M | +39.3% | +12.7% | +26.6% | +32.4% |
| 6M | +56.8% | +39.4% | +17.4% | +39.2% |
| YTD | +101.8% | +79.0% | +22.9% | +65.2% |
| 1Y | +99.6% | +88.8% | +10.8% | +61.3% |
| All | +99.6% | +94.6% | +5.0% | +61.3% |
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 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