+107.2%
APA vs BN
-3.9%
+111.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +6.1% | -12.9% | -3.7% |
| 7D | -13.0% | +12.0% | -24.9% | -7.2% |
| 30D | +2.0% | +17.0% | -15.1% | +11.0% |
| 3M | +24.9% | -3.2% | +28.1% | +24.8% |
| 6M | +7.2% | -3.9% | +11.0% | +7.4% |
| YTD | +87.1% | -5.6% | +92.7% | +92.1% |
| 1Y | +107.2% | -4.7% | +111.9% | +114.1% |
| All | +107.2% | -3.9% | +111.1% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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