+456.7%
PWR vs APA
+156.3%
+300.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.5% | +2.0% |
| 7D | +4.5% | -1.7% | +6.2% | +4.8% |
| 30D | -4.9% | +15.7% | -20.6% | -7.5% |
| 3M | -7.9% | +16.5% | -24.3% | -10.9% |
| 6M | +18.3% | +35.1% | -16.8% | +9.9% |
| YTD | +51.5% | +82.2% | -30.7% | +31.4% |
| 1Y | +70.3% | +102.5% | -32.1% | +43.1% |
| 3Y | +210.6% | +10.3% | +200.3% | +190.5% |
| 5Y | +456.7% | +166.1% | +290.6% | +318.4% |
| All | +456.7% | +156.3% | +300.4% | +318.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling