+6.1%
APA vs BIDU
-51.3%
+57.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +1.5% |
| 7D | +8.5% | -4.6% | +13.1% | +9.7% |
| 30D | +2.8% | -4.5% | +7.3% | +3.7% |
| 3M | +21.7% | -25.4% | +47.1% | +29.6% |
| 6M | +32.6% | -48.1% | +80.7% | +53.6% |
| YTD | +103.7% | -40.2% | +143.9% | +122.7% |
| 1Y | +101.8% | -35.2% | +137.0% | +114.9% |
| 3Y | +48.1% | -27.1% | +75.2% | +45.5% |
| 5Y | +91.9% | -54.2% | +146.1% | +99.9% |
| All | +6.1% | -51.3% | +57.5% | -12.7% |
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