+21.0%
USAR vs APA
+107.8%
-86.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.0% | -6.4% | -2.6% |
| 7D | -4.4% | +0.3% | -4.7% | -4.3% |
| 30D | -10.4% | +9.3% | -19.7% | -8.0% |
| 3M | -18.4% | +23.3% | -41.7% | -12.7% |
| 6M | -8.8% | +39.5% | -48.3% | -4.0% |
| YTD | +43.4% | +87.6% | -44.3% | +52.4% |
| 1Y | +21.0% | +114.2% | -93.2% | +36.7% |
| All | +21.0% | +107.8% | -86.8% | +36.7% |
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