+277.4%
APH vs BHP
+55.3%
+222.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +1.2% |
| 7D | +11.1% | +2.5% | +8.7% | +10.1% |
| 30D | -7.3% | -5.2% | -2.1% | -5.2% |
| 3M | -6.2% | -8.7% | +2.6% | -2.8% |
| 6M | +24.9% | -6.9% | +31.8% | +27.8% |
| YTD | +18.4% | +39.0% | -20.5% | +3.7% |
| 1Y | +13.0% | +48.9% | -36.0% | -3.4% |
| All | +277.4% | +55.3% | +222.1% | +205.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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