+95.5%
APA vs BB
+103.9%
-8.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.8% | +0.7% | +3.7% |
| 7D | +5.1% | +7.3% | -2.2% | +5.3% |
| 30D | +0.3% | +11.2% | -11.0% | +0.8% |
| 3M | +15.6% | +4.7% | +11.0% | +16.0% |
| 6M | +28.9% | +51.1% | -22.2% | +32.8% |
| YTD | +96.6% | +148.0% | -51.5% | +109.0% |
| 1Y | +95.5% | +106.1% | -10.6% | +112.5% |
| All | +95.5% | +103.9% | -8.4% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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