+12,057.6%
VRTX vs APA
+959.7%
+11,097.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +0.4% |
| 7D | -2.1% | -15.5% | +13.4% | +0.6% |
| 30D | +8.2% | +2.4% | +5.8% | +7.5% |
| 3M | +13.0% | +22.8% | -9.8% | +8.6% |
| 6M | +27.9% | +17.9% | +10.0% | +23.1% |
| YTD | +20.7% | +87.7% | -67.0% | +5.8% |
| 1Y | +31.4% | +94.2% | -62.8% | +14.4% |
| 3Y | +41.8% | +27.2% | +14.6% | +28.3% |
| 5Y | +183.7% | +74.1% | +109.5% | +130.1% |
| 10Y | +592.9% | +2.6% | +590.2% | +401.5% |
| All | +12,057.6% | +959.7% | +11,097.8% | +4,920.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling