+10.3%
APA vs BTI
+113.6%
-103.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.8% |
| 7D | -1.7% | -1.4% | -0.3% | -1.7% |
| 30D | +15.7% | -7.0% | +22.8% | +15.5% |
| 3M | +16.5% | -6.3% | +22.8% | +16.3% |
| 6M | +35.1% | -2.0% | +37.1% | +35.0% |
| YTD | +82.2% | +0.2% | +82.0% | +81.4% |
| 1Y | +102.5% | +3.8% | +98.7% | +101.7% |
| 3Y | +10.3% | +112.1% | -101.8% | -4.5% |
| All | +10.3% | +113.6% | -103.3% | -4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling