-4.1%
APA vs BIDU
-49.1%
+45.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.3% |
| 7D | +0.8% | -5.2% | +6.0% | +2.0% |
| 30D | +9.6% | -14.5% | +24.1% | +13.4% |
| 3M | +18.0% | -22.9% | +40.9% | +24.7% |
| 6M | +41.9% | -27.8% | +69.7% | +49.7% |
| YTD | +86.3% | -30.7% | +117.0% | +97.2% |
| 1Y | +97.9% | -15.8% | +113.7% | +95.8% |
| 3Y | +12.8% | -33.2% | +46.0% | +14.7% |
| 5Y | +177.2% | -44.8% | +222.0% | +174.2% |
| All | -4.1% | -49.1% | +45.0% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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