+125.7%
SU vs APA
+12.6%
+113.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.0% | -1.3% | +0.4% |
| 7D | +1.6% | +0.3% | +1.3% | +1.4% |
| 30D | +10.7% | +9.3% | +1.4% | +6.6% |
| 3M | +13.5% | +23.3% | -9.8% | +3.5% |
| 6M | +21.8% | +39.5% | -17.7% | +5.3% |
| YTD | +58.8% | +87.6% | -28.8% | +21.1% |
| 1Y | +72.0% | +114.2% | -42.2% | +22.4% |
| All | +125.7% | +12.6% | +113.0% | +115.4% |
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