-55.4%
APA vs BTG
+378.0%
-433.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.9% | +4.7% | +2.2% |
| 7D | -1.7% | +4.8% | -6.5% | -2.3% |
| 30D | +15.7% | +8.3% | +7.4% | +14.4% |
| 3M | +16.5% | +32.3% | -15.8% | +11.7% |
| 6M | +35.1% | +3.0% | +32.1% | +32.3% |
| YTD | +82.2% | +21.9% | +60.3% | +73.5% |
| 1Y | +102.5% | +28.2% | +74.3% | +90.5% |
| 3Y | +10.3% | +99.9% | -89.6% | -3.9% |
| 5Y | +166.1% | +73.6% | +92.6% | +134.6% |
| 10Y | -4.9% | +136.5% | -141.4% | -23.2% |
| All | -55.4% | +378.0% | -433.4% | -74.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling