+96.9%
VIAV vs APA
+94.1%
+2.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.6% | -7.2% | -5.8% |
| 7D | +7.9% | +8.5% | -0.6% | +6.8% |
| 30D | -20.3% | +2.8% | -23.1% | -20.7% |
| 3M | -28.5% | +21.7% | -50.3% | -30.5% |
| 6M | -42.7% | +32.6% | -75.3% | -45.2% |
| YTD | +72.4% | +103.7% | -31.3% | +52.9% |
| 1Y | +81.5% | +101.8% | -20.4% | +61.0% |
| 3Y | +293.8% | +48.1% | +245.8% | +254.1% |
| All | +96.9% | +94.1% | +2.9% | +68.4% |
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