+69.8%
APA vs BN
+29.3%
+40.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.6% | +3.0% |
| 7D | -15.5% | +5.3% | -20.9% | -17.9% |
| 30D | +2.4% | +11.9% | -9.5% | -3.3% |
| 3M | +22.8% | -5.7% | +28.5% | +24.9% |
| 6M | +17.9% | -10.6% | +28.6% | +21.8% |
| YTD | +87.7% | -9.4% | +97.0% | +88.1% |
| 1Y | +94.2% | -8.8% | +103.0% | +92.9% |
| 3Y | +27.2% | +95.6% | -68.4% | -22.7% |
| All | +69.8% | +29.3% | +40.5% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling