+54.4%
SCHD vs APA
+11.9%
+42.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -3.1% | +0.8% | -3.9% | -3.2% |
| 30D | -0.8% | +9.6% | -10.4% | -2.2% |
| 3M | +6.2% | +18.0% | -11.8% | +3.4% |
| 6M | +11.8% | +41.9% | -30.1% | +4.7% |
| YTD | +26.0% | +86.3% | -60.4% | +12.2% |
| 1Y | +28.1% | +97.9% | -69.7% | +12.4% |
| All | +54.4% | +11.9% | +42.5% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling