-4.9%
APA vs BUD
-23.5%
+18.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.3% |
| 7D | -1.7% | +0.8% | -2.5% | -2.2% |
| 30D | +15.7% | -4.8% | +20.5% | +19.1% |
| 3M | +16.5% | +1.4% | +15.1% | +14.5% |
| 6M | +35.1% | +9.9% | +25.2% | +23.5% |
| YTD | +82.2% | +26.3% | +55.9% | +50.5% |
| 1Y | +102.5% | +36.1% | +66.3% | +57.6% |
| 3Y | +10.3% | +48.6% | -38.3% | -24.5% |
| 5Y | +166.1% | +45.0% | +121.1% | +75.4% |
| 10Y | -4.9% | -23.1% | +18.2% | -19.5% |
| All | -4.9% | -23.5% | +18.7% | -19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling