+0.2%
APA vs BIDU
+1,076.2%
-1,076.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.7% | +4.6% | +2.6% |
| 7D | +9.6% | -2.3% | +11.9% | +10.2% |
| 30D | -0.2% | -7.3% | +7.1% | +1.4% |
| 3M | +19.8% | -26.0% | +45.8% | +27.7% |
| 6M | +30.1% | -44.5% | +74.6% | +47.3% |
| YTD | +100.4% | -40.6% | +141.0% | +119.0% |
| 1Y | +105.2% | -39.8% | +145.0% | +122.5% |
| 3Y | +44.6% | -26.7% | +71.3% | +43.6% |
| 5Y | +88.8% | -54.5% | +143.3% | +95.6% |
| 10Y | +6.6% | -52.4% | +59.0% | +2.6% |
| All | +0.2% | +1,076.2% | -1,076.0% | -47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling