+55.3%
BE vs APA
+107.6%
-52.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -6.9% | +0.5% | -8.2% |
| 7D | -12.1% | -13.0% | +0.8% | -15.4% |
| 30D | -30.1% | +2.0% | -32.1% | -29.4% |
| 3M | -12.1% | +24.9% | -37.1% | -6.6% |
| 6M | -30.6% | +7.2% | -37.7% | -26.7% |
| YTD | +130.6% | +87.1% | +43.5% | +127.6% |
| 1Y | +55.3% | +107.2% | -51.9% | +60.2% |
| All | +55.3% | +107.6% | -52.3% | +60.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling