-21.9%
BA vs APA
+69.9%
-91.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -1.7% | -8.7% | +7.0% | -0.2% |
| 30D | -9.5% | -2.4% | -7.0% | -9.3% |
| 3M | -26.5% | +19.0% | -45.5% | -29.2% |
| 6M | -27.4% | +26.8% | -54.2% | -31.6% |
| YTD | -20.6% | +87.3% | -107.9% | -33.4% |
| 1Y | -11.4% | +92.3% | -103.7% | -26.5% |
| 3Y | -10.8% | +37.3% | -48.1% | -23.6% |
| 5Y | -21.9% | +73.2% | -95.1% | -42.0% |
| All | -21.9% | +69.9% | -91.8% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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