+105.2%
APA vs BAH
+2.3%
+102.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | +9.6% | -3.2% | +12.8% | +10.2% |
| 30D | -0.2% | +19.5% | -19.8% | -4.0% |
| 3M | +19.8% | +11.1% | +8.8% | +16.9% |
| 6M | +30.1% | +16.3% | +13.7% | +25.8% |
| YTD | +100.4% | +4.8% | +95.6% | +95.6% |
| 1Y | +105.2% | +4.9% | +100.3% | +108.8% |
| All | +105.2% | +2.3% | +102.9% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 1y: compounded portfolio wealth divided by compounded BAH 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…
1y analysis · Full analysis span regression · 6 months rolling