+848.7%
APA vs BHP
+7,909.4%
-7,060.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.8% | -3.0% |
| 7D | +0.5% | -2.9% | +3.4% | +2.1% |
| 30D | +23.4% | +3.4% | +20.0% | +20.9% |
| 3M | +12.7% | +4.1% | +8.6% | +8.4% |
| 6M | +39.4% | +20.6% | +18.8% | +20.4% |
| YTD | +79.0% | +56.1% | +22.9% | +33.2% |
| 1Y | +88.8% | +69.6% | +19.2% | +33.7% |
| 3Y | +6.4% | +78.8% | -72.5% | -28.1% |
| 5Y | +153.0% | +113.1% | +39.9% | +55.3% |
| 10Y | +7.5% | +505.9% | -498.3% | -56.1% |
| All | +848.7% | +7,909.4% | -7,060.6% | +103.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling