+25.0%
VRTX vs APA
+101.2%
-76.2%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.8% | -0.7% |
| 7D | 0.0% | +9.6% | -9.6% | +0.6% |
| 30D | +11.8% | -0.2% | +12.1% | +12.0% |
| 3M | +3.2% | +19.8% | -16.6% | +4.5% |
| 6M | +21.0% | +30.1% | -9.0% | +23.4% |
| YTD | +19.7% | +100.4% | -80.7% | +17.2% |
| 1Y | +25.0% | +105.2% | -80.2% | +19.7% |
| All | +25.0% | +101.2% | -76.2% | +19.7% |
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