+387.0%
VIAV vs APA
-2.8%
+389.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.9% | -4.4% |
| 7D | +11.2% | +0.8% | +10.4% | +11.1% |
| 30D | -2.6% | +9.6% | -12.2% | -4.0% |
| 3M | -20.1% | +18.0% | -38.1% | -22.4% |
| 6M | +25.8% | +41.9% | -16.0% | +18.0% |
| YTD | +109.9% | +86.3% | +23.6% | +87.9% |
| 1Y | +214.3% | +97.9% | +116.4% | +177.5% |
| 3Y | +281.6% | +12.8% | +268.8% | +258.2% |
| 5Y | +132.6% | +177.2% | -44.6% | +83.2% |
| All | +387.0% | -2.8% | +389.8% | +262.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling