+21.8%
YUM vs APA
+169.7%
-147.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | -5.2% | +0.8% | -6.0% | -5.2% |
| 30D | -0.1% | +9.6% | -9.7% | -0.6% |
| 3M | -4.3% | +18.0% | -22.3% | -5.2% |
| 6M | -8.7% | +41.9% | -50.6% | -11.0% |
| YTD | -3.5% | +86.3% | -89.8% | -7.9% |
| 1Y | +0.5% | +97.9% | -97.4% | -4.7% |
| 3Y | +20.5% | +12.8% | +7.7% | +18.1% |
| 5Y | +21.8% | +177.2% | -155.4% | +10.1% |
| All | +21.8% | +169.7% | -147.9% | +10.1% |
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