+2,393.1%
PWR vs APA
-2.8%
+2,395.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | -0.2% | +0.8% | -1.0% | -0.4% |
| 30D | -7.7% | +9.6% | -17.4% | -9.5% |
| 3M | -4.9% | +18.0% | -22.9% | -8.6% |
| 6M | +9.7% | +41.9% | -32.1% | +0.4% |
| YTD | +46.7% | +86.3% | -39.6% | +26.1% |
| 1Y | +58.7% | +97.9% | -39.2% | +33.6% |
| 3Y | +200.7% | +12.8% | +187.9% | +175.8% |
| 5Y | +438.6% | +177.2% | +261.4% | +291.3% |
| All | +2,393.1% | -2.8% | +2,395.9% | +1,759.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling