-4.9%
APA price history and return analytics
+221.4%
-226.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.6% |
| 7D | -1.7% | +1.0% | -2.7% | -3.2% |
| 30D | +15.7% | -0.2% | +16.0% | +15.8% |
| 3M | +16.5% | +4.5% | +11.9% | +6.7% |
| 6M | +35.1% | +14.1% | +21.0% | +4.1% |
| YTD | +82.2% | +14.8% | +67.5% | +38.2% |
| 1Y | +102.5% | +21.2% | +81.3% | +39.6% |
| 3Y | +10.3% | +76.6% | -66.3% | -59.9% |
| 5Y | +166.1% | +66.6% | +99.5% | +9.5% |
| 10Y | -4.9% | +222.3% | -227.2% | -82.8% |
| All | -4.9% | +221.4% | -226.3% | -82.8% |
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