+8.1%
APA vs BUD
+50.2%
-42.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.2% |
| 7D | +0.5% | +0.3% | +0.3% | +0.5% |
| 30D | +23.4% | -5.7% | +29.1% | +23.7% |
| 3M | +12.7% | +3.1% | +9.6% | +12.5% |
| 6M | +39.4% | +7.9% | +31.5% | +39.3% |
| YTD | +79.0% | +27.3% | +51.6% | +73.9% |
| 1Y | +88.8% | +37.8% | +51.0% | +81.2% |
| All | +8.1% | +50.2% | -42.1% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling