+140.1%
VIAV vs APA
+177.1%
-37.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.0% | -1.9% | +0.8% |
| 7D | +13.6% | +0.3% | +13.3% | +13.5% |
| 30D | +5.3% | +9.3% | -4.0% | +4.0% |
| 3M | -15.6% | +23.3% | -39.0% | -18.2% |
| 6M | +34.0% | +39.5% | -5.5% | +26.6% |
| YTD | +119.9% | +87.6% | +32.3% | +97.8% |
| 1Y | +235.2% | +114.2% | +120.9% | +193.5% |
| 3Y | +299.8% | +13.6% | +286.2% | +273.9% |
| 5Y | +140.1% | +175.6% | -35.5% | +89.3% |
| All | +140.1% | +177.1% | -37.0% | +89.3% |
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