+48.1%
APA vs BTG
+82.1%
-34.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.7% |
| 7D | +8.5% | -9.1% | +17.6% | +8.9% |
| 30D | +2.8% | -1.6% | +4.4% | +2.7% |
| 3M | +21.7% | -2.8% | +24.5% | +21.5% |
| 6M | +32.6% | -7.6% | +40.2% | +32.9% |
| YTD | +103.7% | +10.2% | +93.5% | +96.5% |
| 1Y | +101.8% | +21.3% | +80.5% | +91.1% |
| 3Y | +48.1% | +82.7% | -34.6% | +21.8% |
| All | +48.1% | +82.1% | -34.0% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 3y: compounded portfolio wealth divided by compounded BTG 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…
3y analysis · Full analysis span regression · 6 months rolling