+107.2%
APA vs BEN
+56.2%
+50.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.7% | -11.5% | -5.2% |
| 7D | -13.0% | +6.7% | -19.7% | -10.8% |
| 30D | +2.0% | +3.0% | -1.0% | +3.5% |
| 3M | +24.9% | -4.3% | +29.2% | +24.5% |
| 6M | +7.2% | +16.4% | -9.2% | +11.9% |
| YTD | +87.1% | +46.8% | +40.3% | +98.8% |
| 1Y | +107.2% | +57.3% | +49.8% | +111.8% |
| All | +107.2% | +56.2% | +50.9% | +111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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