+103.0%
PSX vs APA
+107.8%
-4.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.3% | -0.5% |
| 7D | +1.8% | +0.3% | +1.5% | +1.7% |
| 30D | +21.6% | +9.3% | +12.3% | +17.5% |
| 3M | +46.5% | +23.3% | +23.1% | +34.6% |
| 6M | +62.0% | +39.5% | +22.5% | +43.1% |
| YTD | +106.3% | +87.6% | +18.7% | +65.0% |
| 1Y | +103.0% | +114.2% | -11.3% | +59.3% |
| All | +103.0% | +107.8% | -4.8% | +59.3% |
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