+101.8%
APA vs BEN
+65.1%
+36.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.8% |
| 7D | +8.5% | +6.8% | +1.7% | +10.8% |
| 30D | +2.8% | +18.0% | -15.2% | +8.7% |
| 3M | +21.7% | +7.5% | +14.2% | +25.2% |
| 6M | +32.6% | +14.7% | +17.9% | +39.3% |
| YTD | +103.7% | +56.1% | +47.6% | +118.0% |
| 1Y | +101.8% | +69.6% | +32.2% | +96.0% |
| All | +101.8% | +65.1% | +36.7% | +96.0% |
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