-0.9%
BA vs APA
+156.4%
-157.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +1.4% |
| 7D | +1.2% | +0.5% | +0.6% | +1.0% |
| 30D | -11.6% | +23.4% | -35.0% | -15.3% |
| 3M | -2.4% | +12.7% | -15.1% | -5.3% |
| 6M | -6.6% | +39.4% | -46.0% | -15.2% |
| YTD | -2.2% | +79.0% | -81.2% | -17.1% |
| 1Y | -8.0% | +88.8% | -96.8% | -23.7% |
| 3Y | -5.0% | +6.4% | -11.3% | -13.1% |
| All | -0.9% | +156.4% | -157.3% | -33.2% |
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