-5.4%
APA vs BEN
+56.1%
-61.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.1% | +2.0% |
| 7D | -1.7% | +4.7% | -6.4% | -4.7% |
| 30D | +15.7% | +2.6% | +13.1% | +13.4% |
| 3M | +16.5% | +11.5% | +5.0% | +6.9% |
| 6M | +35.1% | +35.3% | -0.2% | +6.3% |
| YTD | +82.2% | +48.6% | +33.6% | +33.5% |
| 1Y | +102.5% | +46.7% | +55.8% | +48.6% |
| 3Y | +10.3% | +57.0% | -46.7% | -26.7% |
| 5Y | +166.1% | +41.8% | +124.3% | +81.8% |
| All | -5.4% | +56.1% | -61.5% | -43.4% |
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