+389.6%
BE vs APA
+107.8%
+281.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.0% | -5.8% | -2.5% |
| 7D | +23.9% | +0.3% | +23.6% | +24.0% |
| 30D | +27.8% | +9.3% | +18.5% | +29.1% |
| 3M | +3.7% | +23.3% | -19.6% | +6.0% |
| 6M | +78.0% | +39.5% | +38.5% | +71.7% |
| YTD | +209.9% | +87.6% | +122.3% | +169.8% |
| 1Y | +389.6% | +114.2% | +275.4% | +292.5% |
| All | +389.6% | +107.8% | +281.8% | +292.5% |
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 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