+8,168.1%
PWR vs APA
+377.4%
+7,790.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.6% | +0.7% | +3.2% |
| 7D | +4.7% | +5.1% | -0.3% | +3.4% |
| 30D | -12.5% | +0.3% | -12.8% | -12.6% |
| 3M | -9.3% | +15.6% | -25.0% | -13.4% |
| 6M | -22.2% | +28.9% | -51.1% | -28.8% |
| YTD | +44.2% | +96.6% | -52.4% | +14.6% |
| 1Y | +35.5% | +95.5% | -60.0% | +7.4% |
| 3Y | +250.4% | +41.8% | +208.6% | +188.4% |
| 5Y | +425.6% | +85.4% | +340.2% | +275.7% |
| 10Y | +1,874.2% | +4.5% | +1,869.7% | +1,140.2% |
| All | +8,168.1% | +377.4% | +7,790.6% | +4,582.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling