+102.5%
APA vs BN
-11.2%
+113.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.6% | +4.4% | +0.9% |
| 7D | -1.7% | -1.2% | -0.5% | -2.1% |
| 30D | +15.7% | -10.9% | +26.6% | +11.4% |
| 3M | +16.5% | -11.1% | +27.5% | +12.4% |
| 6M | +35.1% | -4.4% | +39.5% | +32.2% |
| YTD | +82.2% | -14.1% | +96.4% | +78.2% |
| 1Y | +102.5% | -11.1% | +113.5% | +94.1% |
| All | +102.5% | -11.2% | +113.7% | +94.1% |
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