+979.9%
APA vs BTI
+6,890.1%
-5,910.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.3% |
| 7D | +8.5% | +1.6% | +6.9% | +8.1% |
| 30D | +2.8% | +9.2% | -6.5% | +0.2% |
| 3M | +21.7% | +9.6% | +12.1% | +18.3% |
| 6M | +32.6% | -2.4% | +35.1% | +32.5% |
| YTD | +103.7% | +14.2% | +89.5% | +94.0% |
| 1Y | +101.8% | +20.3% | +81.5% | +89.2% |
| 3Y | +48.1% | +147.4% | -99.4% | +11.3% |
| 5Y | +91.9% | +155.4% | -63.5% | +43.7% |
| 10Y | +8.4% | +127.3% | -119.0% | -16.0% |
| All | +979.9% | +6,890.1% | -5,910.2% | +540.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling