+895.0%
APA vs BN
+15,687.7%
-14,792.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.6% | +3.1% |
| 7D | -15.5% | +5.3% | -20.9% | -18.3% |
| 30D | +2.4% | +11.9% | -9.5% | -4.2% |
| 3M | +22.8% | -5.7% | +28.5% | +24.8% |
| 6M | +17.9% | -10.6% | +28.6% | +21.7% |
| YTD | +87.7% | -9.4% | +97.0% | +87.6% |
| 1Y | +94.2% | -8.8% | +103.0% | +92.7% |
| 3Y | +27.2% | +95.6% | -68.4% | -17.1% |
| 5Y | +74.1% | +30.2% | +44.0% | +38.5% |
| 10Y | +2.6% | +277.0% | -274.4% | -45.1% |
| All | +895.0% | +15,687.7% | -14,792.7% | +152.2% |
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