+32.4%
PWR vs APA
+107.6%
-75.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -6.9% | -4.8% | -12.1% |
| 7D | -4.4% | -13.0% | +8.6% | -5.5% |
| 30D | -15.1% | +2.0% | -17.0% | -14.6% |
| 3M | -16.2% | +24.9% | -41.1% | -13.6% |
| 6M | -23.3% | +7.2% | -30.5% | -22.3% |
| YTD | +37.6% | +87.1% | -49.5% | +50.0% |
| 1Y | +32.4% | +107.2% | -74.8% | +47.0% |
| All | +32.4% | +107.6% | -75.2% | +47.0% |
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