+979.9%
APA vs BHP
+6,941.2%
-5,961.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.3% |
| 7D | +8.5% | -0.5% | +9.0% | +8.7% |
| 30D | +2.8% | -4.5% | +7.3% | +4.7% |
| 3M | +21.7% | -6.9% | +28.6% | +25.0% |
| 6M | +32.6% | -10.6% | +43.2% | +36.2% |
| YTD | +103.7% | +37.2% | +66.5% | +60.9% |
| 1Y | +101.8% | +48.0% | +53.8% | +52.8% |
| 3Y | +48.1% | +52.6% | -4.5% | +8.3% |
| 5Y | +91.9% | +116.5% | -24.6% | +15.4% |
| 10Y | +8.4% | +334.9% | -326.6% | -48.4% |
| All | +979.9% | +6,941.2% | -5,961.3% | +145.2% |
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