+69.8%
APA price history and return analytics
+53.4%
+16.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.4% |
| 7D | -15.5% | -2.3% | -13.2% | -13.7% |
| 30D | +2.4% | -5.0% | +7.3% | +7.3% |
| 3M | +22.8% | -4.9% | +27.7% | +28.2% |
| 6M | +17.9% | -1.5% | +19.5% | +17.1% |
| YTD | +87.7% | +8.5% | +79.2% | +62.1% |
| 1Y | +94.2% | +11.4% | +82.8% | +61.6% |
| 3Y | +27.2% | +70.1% | -42.9% | -39.1% |
| All | +69.8% | +53.4% | +16.4% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling