+500.0%
APP vs BHP
+71.4%
+428.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.7% | +8.2% | +9.1% |
| 7D | +71.2% | +0.9% | +70.3% | +70.2% |
| 30D | +39.1% | -6.3% | +45.3% | +42.9% |
| 3M | +16.5% | -7.1% | +23.7% | +19.5% |
| 6M | -16.6% | -3.2% | -13.4% | -16.7% |
| YTD | -41.9% | +37.9% | -79.8% | -51.2% |
| 1Y | -37.0% | +49.7% | -86.7% | -49.1% |
| 3Y | +892.4% | +51.7% | +840.8% | +679.9% |
| 5Y | +297.3% | +122.0% | +175.3% | +185.4% |
| All | +500.0% | +71.4% | +428.6% | +308.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling