+848.7%
APA vs BN
+15,251.3%
-14,402.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | +0.5% | -2.5% | +3.0% | +1.7% |
| 30D | +23.4% | -9.5% | +32.9% | +29.4% |
| 3M | +12.7% | -10.4% | +23.1% | +18.1% |
| 6M | +39.4% | -6.4% | +45.8% | +39.7% |
| YTD | +79.0% | -11.9% | +90.8% | +83.5% |
| 1Y | +88.8% | -8.6% | +97.4% | +88.7% |
| 3Y | +6.4% | +77.6% | -71.2% | -26.9% |
| 5Y | +153.0% | +37.0% | +115.9% | +98.6% |
| 10Y | +7.5% | +266.4% | -258.8% | -41.0% |
| All | +848.7% | +15,251.3% | -14,402.6% | +146.6% |
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