-12.1%
APA vs BUD
+214.6%
-226.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +3.5% |
| 7D | -15.5% | +4.5% | -20.0% | -18.2% |
| 30D | +2.4% | +12.5% | -10.1% | -5.5% |
| 3M | +22.8% | 0.0% | +22.8% | +21.3% |
| 6M | +17.9% | +3.8% | +14.1% | +13.1% |
| YTD | +87.7% | +33.1% | +54.6% | +49.9% |
| 1Y | +94.2% | +35.5% | +58.7% | +53.0% |
| 3Y | +27.2% | +49.4% | -22.2% | -10.9% |
| 5Y | +74.1% | +48.0% | +26.1% | +17.5% |
| 10Y | +2.6% | -8.6% | +11.2% | -8.3% |
| All | -12.1% | +214.6% | -226.7% | -64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling