+88.8%
APA vs BTI
+5.0%
+83.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -3.3% |
| 7D | +0.5% | -1.4% | +1.9% | +0.4% |
| 30D | +23.4% | -6.6% | +30.0% | +22.5% |
| 3M | +12.7% | -3.0% | +15.7% | +12.8% |
| 6M | +39.4% | -6.7% | +46.1% | +39.7% |
| YTD | +79.0% | +0.6% | +78.4% | +76.3% |
| 1Y | +88.8% | +5.6% | +83.2% | +84.0% |
| All | +88.8% | +5.0% | +83.9% | +84.0% |
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