+15.0%
QCOM vs APA
+101.6%
-86.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.4% | +2.9% |
| 7D | +7.8% | +4.6% | +3.3% | +8.2% |
| 30D | +12.2% | +11.9% | +0.3% | +13.1% |
| 3M | -9.9% | +22.5% | -32.3% | -8.4% |
| 6M | +36.9% | +37.5% | -0.6% | +34.9% |
| YTD | +8.0% | +87.2% | -79.1% | +1.8% |
| 1Y | +15.0% | +101.4% | -86.4% | +7.6% |
| All | +15.0% | +101.6% | -86.6% | +7.6% |
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