+20,427.4%
TXN vs APA
+832.5%
+19,594.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.1% |
| 7D | +2.2% | -1.7% | +3.9% | +2.5% |
| 30D | -9.5% | +15.7% | -25.2% | -12.1% |
| 3M | -10.5% | +16.5% | -27.0% | -13.6% |
| 6M | +35.4% | +35.1% | +0.3% | +26.1% |
| YTD | +51.8% | +82.2% | -30.5% | +33.1% |
| 1Y | +42.9% | +102.5% | -59.5% | +22.2% |
| 3Y | +71.3% | +10.3% | +61.0% | +59.6% |
| 5Y | +58.0% | +166.1% | -108.1% | +19.9% |
| 10Y | +393.3% | -4.9% | +398.1% | +273.6% |
| All | +20,427.4% | +832.5% | +19,594.9% | +9,556.1% |
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 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