+8.1%
APA vs BB
+59.1%
-51.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +0.5% | -5.6% | +6.2% | +1.0% |
| 30D | +23.4% | -11.8% | +35.2% | +24.5% |
| 3M | +12.7% | -25.5% | +38.2% | +14.5% |
| 6M | +39.4% | +121.3% | -81.8% | +25.8% |
| YTD | +79.0% | +103.2% | -24.2% | +62.8% |
| 1Y | +88.8% | +102.6% | -13.8% | +70.8% |
| All | +8.1% | +59.1% | -51.0% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling