+33.2%
BE vs APA
+91.9%
-58.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.3% | -5.6% | -4.1% |
| 7D | -13.4% | -5.5% | -7.8% | -14.8% |
| 30D | -33.9% | -1.2% | -32.7% | -33.9% |
| 3M | -12.0% | +10.6% | -22.5% | -9.3% |
| 6M | -29.0% | +28.4% | -57.4% | -24.8% |
| YTD | +113.4% | +89.7% | +23.7% | +96.1% |
| 1Y | +33.2% | +90.6% | -57.4% | +23.0% |
| All | +33.2% | +91.9% | -58.7% | +23.0% |
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 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