+166.1%
APA vs BB
-27.1%
+193.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.2% | -0.4% | +1.5% |
| 7D | -1.7% | +0.5% | -2.2% | -1.8% |
| 30D | +15.7% | -12.4% | +28.1% | +17.7% |
| 3M | +16.5% | -15.3% | +31.7% | +17.5% |
| 6M | +35.1% | +128.8% | -93.7% | +14.1% |
| YTD | +82.2% | +107.7% | -25.4% | +56.3% |
| 1Y | +102.5% | +103.9% | -1.4% | +72.7% |
| 3Y | +10.3% | +72.6% | -62.3% | -7.6% |
| 5Y | +166.1% | -24.3% | +190.4% | +184.4% |
| All | +166.1% | -27.1% | +193.2% | +184.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling