+893.2%
APA vs BN
+16,294.4%
-15,401.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.8% | -4.0% | -2.1% |
| 7D | -8.7% | +3.6% | -12.4% | -10.8% |
| 30D | -2.4% | +15.9% | -18.3% | -10.3% |
| 3M | +19.0% | -2.3% | +21.3% | +18.7% |
| 6M | +26.8% | -8.4% | +35.2% | +29.2% |
| YTD | +87.3% | -5.9% | +93.2% | +83.6% |
| 1Y | +92.3% | -5.6% | +97.9% | +87.5% |
| 3Y | +37.3% | +104.2% | -67.0% | -12.5% |
| 5Y | +73.2% | +35.5% | +37.7% | +34.9% |
| 10Y | -0.9% | +285.2% | -286.1% | -47.6% |
| All | +893.2% | +16,294.4% | -15,401.2% | +146.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling