+105.2%
APA vs BUD
+31.7%
+73.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.2% | +1.9% |
| 7D | +9.6% | -1.6% | +11.2% | +9.2% |
| 30D | -0.2% | +6.7% | -6.9% | +1.5% |
| 3M | +19.8% | +5.9% | +14.0% | +21.5% |
| 6M | +30.1% | +5.1% | +25.0% | +32.4% |
| YTD | +100.4% | +32.9% | +67.5% | +93.0% |
| 1Y | +105.2% | +31.8% | +73.4% | +98.7% |
| All | +105.2% | +31.7% | +73.5% | +98.7% |
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