+99.1%
V vs APA
+71.7%
+27.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.3% |
| 7D | +2.2% | -15.5% | +17.7% | +3.9% |
| 30D | +13.6% | +2.4% | +11.2% | +13.1% |
| 3M | +14.3% | +22.8% | -8.5% | +11.3% |
| 6M | +33.1% | +17.9% | +15.2% | +29.9% |
| YTD | +21.2% | +87.7% | -66.4% | +10.8% |
| 1Y | +26.4% | +94.2% | -67.8% | +14.8% |
| 3Y | +77.6% | +27.2% | +50.4% | +66.2% |
| All | +99.1% | +71.7% | +27.4% | +70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling