+107.2%
APA vs BTI
+24.7%
+82.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.4% | -10.3% | -6.5% |
| 7D | -13.0% | +5.3% | -18.3% | -12.5% |
| 30D | +2.0% | +19.1% | -17.1% | +3.6% |
| 3M | +24.9% | +6.5% | +18.4% | +25.6% |
| 6M | +7.2% | +9.4% | -2.3% | +8.7% |
| YTD | +87.1% | +14.4% | +72.7% | +83.5% |
| 1Y | +107.2% | +23.9% | +83.3% | +111.7% |
| All | +107.2% | +24.7% | +82.5% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling