+2.0%
QCOM vs APA
+89.4%
-87.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.8% | +3.6% |
| 7D | +5.8% | -8.7% | +14.5% | +4.7% |
| 30D | -2.3% | -2.4% | +0.1% | -2.6% |
| 3M | +2.7% | +19.0% | -16.3% | +5.1% |
| 6M | -21.0% | +26.8% | -47.8% | -18.5% |
| YTD | +1.8% | +87.3% | -85.5% | -3.5% |
| All | +2.0% | +89.4% | -87.4% | -3.7% |
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