+107.2%
APA vs BUD
+38.4%
+68.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.1% | -10.0% | -6.1% |
| 7D | -13.0% | +3.3% | -16.3% | -12.1% |
| 30D | +2.0% | +11.8% | -9.9% | +4.6% |
| 3M | +24.9% | -1.1% | +26.0% | +24.8% |
| 6M | +7.2% | +14.9% | -7.7% | +12.3% |
| YTD | +87.1% | +32.6% | +54.5% | +82.3% |
| 1Y | +107.2% | +37.2% | +70.0% | +101.9% |
| All | +107.2% | +38.4% | +68.8% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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