-0.1%
APA price history and return analytics
+217.6%
-217.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +2.0% |
| 7D | -5.5% | -0.1% | -5.4% | -5.9% |
| 30D | -1.2% | -3.1% | +1.9% | +2.7% |
| 3M | +10.6% | -3.5% | +14.1% | +15.0% |
| 6M | +28.4% | +0.5% | +28.0% | +23.0% |
| YTD | +89.7% | +10.8% | +79.0% | +49.9% |
| 1Y | +90.6% | +11.9% | +78.7% | +47.7% |
| 3Y | +36.9% | +73.0% | -36.1% | -49.3% |
| 5Y | +83.2% | +58.6% | +24.6% | -20.1% |
| 10Y | -0.1% | +219.2% | -219.3% | -81.9% |
| All | -0.1% | +217.6% | -217.8% | -81.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling