+67.2%
SU vs APA
+101.6%
-34.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.3% |
| 7D | +2.2% | +4.6% | -2.4% | +0.5% |
| 30D | +8.4% | +11.9% | -3.5% | +3.8% |
| 3M | +12.1% | +22.5% | -10.4% | +3.3% |
| 6M | +19.7% | +37.5% | -17.9% | +7.6% |
| YTD | +58.4% | +87.2% | -28.7% | +31.7% |
| 1Y | +67.2% | +101.4% | -34.2% | +36.2% |
| All | +67.2% | +101.6% | -34.4% | +36.2% |
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