+166.1%
APA vs BUD
+45.2%
+120.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.0% |
| 7D | -1.7% | +0.8% | -2.5% | -1.9% |
| 30D | +15.7% | -4.8% | +20.5% | +17.0% |
| 3M | +16.5% | +1.4% | +15.1% | +15.8% |
| 6M | +35.1% | +9.9% | +25.2% | +30.7% |
| YTD | +82.2% | +26.3% | +55.9% | +68.2% |
| 1Y | +102.5% | +36.1% | +66.3% | +81.9% |
| 3Y | +10.3% | +48.6% | -38.3% | -6.7% |
| 5Y | +166.1% | +45.0% | +121.1% | +130.1% |
| All | +166.1% | +45.2% | +120.9% | +130.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling