+61,756.5%
SU vs APA
+832.5%
+60,924.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | 0.0% |
| 7D | -1.0% | -1.7% | +0.7% | -0.2% |
| 30D | +13.7% | +15.7% | -2.0% | +6.2% |
| 3M | +8.0% | +16.5% | -8.4% | +0.3% |
| 6M | +21.0% | +35.1% | -14.1% | +4.4% |
| YTD | +56.2% | +82.2% | -26.0% | +16.9% |
| 1Y | +72.2% | +102.5% | -30.3% | +21.1% |
| 3Y | +118.1% | +10.3% | +107.8% | +92.2% |
| 5Y | +350.3% | +166.1% | +184.2% | +156.3% |
| 10Y | +248.5% | -4.9% | +253.3% | +123.1% |
| All | +61,756.5% | +832.5% | +60,924.0% | +30,544.4% |
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 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