+895.0%
APA vs BEN
+4,818.7%
-3,923.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.7% | -2.1% | +0.8% |
| 7D | -15.5% | +6.6% | -22.1% | -17.9% |
| 30D | +2.4% | +3.8% | -1.5% | +0.4% |
| 3M | +22.8% | +0.2% | +22.6% | +21.7% |
| 6M | +17.9% | +10.4% | +7.5% | +11.4% |
| YTD | +87.7% | +46.2% | +41.5% | +55.6% |
| 1Y | +94.2% | +52.3% | +41.9% | +58.1% |
| 3Y | +27.2% | +65.9% | -38.7% | -1.8% |
| 5Y | +74.1% | +20.6% | +53.6% | +51.1% |
| 10Y | +2.6% | +64.8% | -62.1% | -19.1% |
| All | +895.0% | +4,818.7% | -3,923.7% | +289.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling