+17.2%
APA price history and return analytics
+74.2%
-57.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.4% |
| 7D | +0.3% | -0.1% | +0.5% | +0.4% |
| 30D | +9.3% | -0.7% | +10.0% | +9.7% |
| 3M | +23.3% | +4.0% | +19.3% | +18.6% |
| 6M | +39.5% | +12.3% | +27.2% | +22.6% |
| YTD | +87.6% | +14.0% | +73.6% | +60.8% |
| 1Y | +114.2% | +20.3% | +93.9% | +70.3% |
| All | +17.2% | +74.2% | -57.0% | -35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling