-4.1%
APA vs BTI
+72.6%
-76.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.2% |
| 7D | +0.8% | -2.0% | +2.8% | +1.8% |
| 30D | +9.6% | -3.4% | +13.1% | +11.4% |
| 3M | +18.0% | -9.0% | +27.0% | +22.8% |
| 6M | +41.9% | -5.0% | +46.9% | +42.8% |
| YTD | +86.3% | -0.3% | +86.6% | +81.7% |
| 1Y | +97.9% | +3.1% | +94.8% | +88.3% |
| 3Y | +12.8% | +111.0% | -98.2% | -33.9% |
| 5Y | +177.2% | +117.0% | +60.2% | +59.2% |
| All | -4.1% | +72.6% | -76.7% | -37.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling