+177.2%
APA vs BR
+7.7%
+169.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +0.8% | -6.0% | +6.8% | +2.9% |
| 30D | +9.6% | -0.9% | +10.5% | +9.8% |
| 3M | +18.0% | +16.4% | +1.6% | +11.5% |
| 6M | +41.9% | -8.2% | +50.1% | +45.8% |
| YTD | +86.3% | -23.2% | +109.5% | +105.6% |
| 1Y | +97.9% | -30.9% | +128.8% | +128.6% |
| 3Y | +12.8% | -5.0% | +17.8% | +11.7% |
| 5Y | +177.2% | +8.8% | +168.4% | +147.0% |
| All | +177.2% | +7.7% | +169.5% | +147.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling