+98.6%
APA vs BIDU
-39.1%
+137.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.7% | +4.6% | +1.6% |
| 7D | +9.6% | -2.3% | +11.9% | +9.3% |
| 30D | -0.2% | -7.3% | +7.1% | -1.0% |
| 3M | +19.8% | -26.0% | +45.8% | +16.1% |
| 6M | +30.1% | -44.5% | +74.6% | +22.3% |
| YTD | +100.4% | -40.6% | +141.0% | +94.2% |
| All | +98.6% | -39.1% | +137.7% | +90.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling