+311.1%
SPOT vs APA
+59.7%
+251.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.7% | +2.1% |
| 7D | +1.6% | +8.5% | -6.9% | +0.5% |
| 30D | +16.9% | +2.8% | +14.1% | +16.3% |
| 3M | +23.0% | +21.7% | +1.2% | +19.5% |
| 6M | +42.2% | +32.6% | +9.6% | +36.3% |
| YTD | +5.5% | +103.7% | -98.2% | -5.2% |
| 1Y | -5.1% | +101.8% | -106.9% | -14.7% |
| 3Y | +257.9% | +48.1% | +209.9% | +225.9% |
| 5Y | +118.4% | +91.9% | +26.5% | +87.7% |
| All | +311.1% | +59.7% | +251.4% | +224.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling