+6.1%
APA vs BN
+290.8%
-284.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.8% |
| 7D | +8.5% | -1.0% | +9.5% | +9.1% |
| 30D | +2.8% | +14.0% | -11.2% | -8.5% |
| 3M | +21.7% | -9.0% | +30.7% | +27.9% |
| 6M | +32.6% | -8.8% | +41.4% | +36.4% |
| YTD | +103.7% | -10.3% | +114.0% | +103.1% |
| 1Y | +101.8% | -5.8% | +107.6% | +92.6% |
| 3Y | +48.1% | +94.8% | -46.7% | -32.0% |
| 5Y | +91.9% | +31.5% | +60.4% | +23.1% |
| All | +6.1% | +290.8% | -284.7% | -64.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling