+1,003.0%
BE vs APA
+22.6%
+980.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.4% | +6.2% | +6.5% |
| 7D | +9.0% | +4.6% | +4.5% | +7.3% |
| 30D | +16.3% | +11.9% | +4.4% | +11.2% |
| 3M | +10.8% | +22.5% | -11.7% | +0.9% |
| 6M | +73.2% | +37.5% | +35.7% | +47.2% |
| YTD | +217.4% | +87.2% | +130.2% | +137.8% |
| 1Y | +309.8% | +101.4% | +208.4% | +194.2% |
| 3Y | +1,726.2% | +16.9% | +1,709.2% | +1,451.4% |
| 5Y | +1,306.2% | +178.4% | +1,127.7% | +701.6% |
| All | +1,003.0% | +22.6% | +980.4% | +426.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling