+101.4%
APA vs BDX
+22.7%
+78.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.5% |
| 7D | +4.6% | -3.2% | +7.7% | +4.5% |
| 30D | +11.9% | -2.5% | +14.5% | +11.8% |
| 3M | +22.5% | +21.4% | +1.1% | +24.6% |
| 6M | +37.5% | +10.4% | +27.1% | +43.3% |
| YTD | +87.2% | +18.8% | +68.3% | +88.4% |
| 1Y | +101.4% | +21.7% | +79.8% | +101.0% |
| All | +101.4% | +22.7% | +78.7% | +101.0% |
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