+52,689.9%
QCOM vs APA
+1,064.0%
+51,625.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.6% | -0.1% |
| 7D | +13.0% | +9.6% | +3.4% | +10.9% |
| 30D | +0.2% | -0.2% | +0.4% | -0.1% |
| 3M | +9.2% | +19.8% | -10.6% | +4.7% |
| 6M | -15.0% | +30.1% | -45.1% | -20.6% |
| YTD | +5.2% | +100.4% | -95.2% | -11.5% |
| 1Y | +2.4% | +105.2% | -102.8% | -14.4% |
| 3Y | +52.0% | +44.6% | +7.4% | +32.1% |
| 5Y | +19.7% | +88.8% | -69.1% | -5.3% |
| 10Y | +246.9% | +6.6% | +240.3% | +150.7% |
| All | +52,689.9% | +1,064.0% | +51,625.9% | +18,679.5% |
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