-5.4%
APA vs BN
+264.9%
-270.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.6% | +4.4% | +3.8% |
| 7D | -1.7% | -1.2% | -0.5% | -0.9% |
| 30D | +15.7% | -10.9% | +26.6% | +25.9% |
| 3M | +16.5% | -11.1% | +27.5% | +25.5% |
| 6M | +35.1% | -4.4% | +39.5% | +32.3% |
| YTD | +82.2% | -14.1% | +96.4% | +91.6% |
| 1Y | +102.5% | -11.1% | +113.5% | +103.6% |
| 3Y | +10.3% | +75.6% | -65.3% | -44.4% |
| 5Y | +166.1% | +35.8% | +130.3% | +65.9% |
| All | -5.4% | +264.9% | -270.4% | -69.1% |
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 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