+88.8%
APA vs BDX
+27.3%
+61.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -3.3% |
| 7D | +0.5% | -2.5% | +3.1% | +0.4% |
| 30D | +23.4% | +8.3% | +15.1% | +23.9% |
| 3M | +12.7% | +24.4% | -11.7% | +15.1% |
| 6M | +39.4% | +9.2% | +30.2% | +47.9% |
| YTD | +79.0% | +22.7% | +56.2% | +81.7% |
| 1Y | +88.8% | +25.9% | +63.0% | +90.2% |
| All | +88.8% | +27.3% | +61.5% | +90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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