+962.6%
APA vs BHP
+7,031.6%
-6,069.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +3.9% | +3.0% |
| 7D | +9.6% | +2.5% | +7.2% | +8.1% |
| 30D | -0.2% | -5.2% | +5.0% | +2.1% |
| 3M | +19.8% | -8.7% | +28.6% | +24.4% |
| 6M | +30.1% | -6.9% | +36.9% | +30.7% |
| YTD | +100.4% | +39.0% | +61.5% | +57.3% |
| 1Y | +105.2% | +48.9% | +56.3% | +54.9% |
| 3Y | +44.6% | +55.4% | -10.8% | +4.7% |
| 5Y | +88.8% | +119.2% | -30.4% | +12.8% |
| 10Y | +6.6% | +340.5% | -333.9% | -49.5% |
| All | +962.6% | +7,031.6% | -6,069.0% | +139.7% |
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 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