-12.4%
APA vs BR
+1,286.0%
-1,298.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.5% | +4.3% | +3.3% |
| 7D | -1.7% | -5.9% | +4.3% | +1.8% |
| 30D | +15.7% | +1.9% | +13.8% | +14.3% |
| 3M | +16.5% | +14.7% | +1.8% | +6.1% |
| 6M | +35.1% | -12.8% | +47.9% | +43.5% |
| YTD | +82.2% | -23.0% | +105.3% | +107.0% |
| 1Y | +102.5% | -31.7% | +134.1% | +146.9% |
| 3Y | +10.3% | -4.8% | +15.1% | +7.1% |
| 5Y | +166.1% | +7.8% | +158.3% | +132.1% |
| 10Y | -4.9% | +184.1% | -188.9% | -53.9% |
| All | -12.4% | +1,286.0% | -1,298.4% | -85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling