-55.4%
APP vs BHP
+53.4%
-108.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.6% | +8.1% | +9.7% |
| 7D | +4.5% | -2.5% | +7.1% | +5.6% |
| 30D | -3.6% | -7.7% | +4.1% | -0.8% |
| 3M | -35.3% | -6.4% | -28.9% | -34.0% |
| 6M | -42.8% | +5.2% | -48.0% | -45.7% |
| YTD | -59.7% | +38.3% | -98.0% | -67.4% |
| 1Y | -55.4% | +53.4% | -108.7% | -68.0% |
| All | -55.4% | +53.4% | -108.8% | -68.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling