-2.6%
APA vs BBWI
-58.2%
+55.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -6.3% | +9.3% | +5.1% |
| 7D | +0.3% | -4.4% | +4.7% | +1.6% |
| 30D | +9.3% | -7.4% | +16.7% | +11.4% |
| 3M | +23.3% | -2.2% | +25.6% | +21.0% |
| 6M | +39.5% | -16.3% | +55.8% | +40.3% |
| YTD | +87.6% | -9.1% | +96.8% | +80.7% |
| 1Y | +114.2% | -34.5% | +148.8% | +128.1% |
| 3Y | +13.6% | -47.0% | +60.5% | +23.3% |
| 5Y | +175.6% | -68.8% | +244.4% | +246.1% |
| 10Y | -2.6% | -57.4% | +54.7% | -38.4% |
| All | -2.6% | -58.2% | +55.6% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BBWI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling