-0.1%
APA vs BEN
+55.0%
-55.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +0.6% |
| 7D | -5.5% | +12.1% | -17.7% | -12.6% |
| 30D | -1.2% | +13.4% | -14.6% | -9.6% |
| 3M | +10.6% | +9.4% | +1.2% | +3.0% |
| 6M | +28.4% | +19.3% | +9.2% | +11.2% |
| YTD | +89.7% | +57.3% | +32.5% | +32.3% |
| 1Y | +90.6% | +69.1% | +21.5% | +26.1% |
| 3Y | +36.9% | +85.6% | -48.7% | -20.0% |
| 5Y | +83.2% | +32.9% | +50.3% | +32.7% |
| 10Y | -0.1% | +58.3% | -58.4% | -42.8% |
| All | -0.1% | +55.0% | -55.1% | -42.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling