-3.7%
APA vs BHP
+496.8%
-500.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.6% |
| 7D | +4.6% | -3.6% | +8.2% | +7.4% |
| 30D | +11.9% | -1.2% | +13.1% | +12.3% |
| 3M | +22.5% | +1.2% | +21.3% | +18.5% |
| 6M | +37.5% | +21.4% | +16.1% | +9.2% |
| YTD | +87.2% | +50.4% | +36.7% | +21.3% |
| 1Y | +101.4% | +67.5% | +33.9% | +17.8% |
| 3Y | +16.9% | +72.8% | -55.9% | -37.0% |
| 5Y | +178.4% | +112.6% | +65.8% | +15.8% |
| All | -3.7% | +496.8% | -500.5% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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