+1,683.6%
BE vs APA
+34.8%
+1,648.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.2% | +12.1% | +11.9% |
| 7D | -1.2% | -8.7% | +7.5% | +0.3% |
| 30D | -30.9% | -2.4% | -28.5% | -30.8% |
| 3M | -11.6% | +19.0% | -30.6% | -15.5% |
| 6M | -25.7% | +26.8% | -52.5% | -31.2% |
| YTD | +123.1% | +87.3% | +35.8% | +76.1% |
| 1Y | +43.4% | +92.3% | -48.9% | +11.5% |
| 3Y | +1,683.6% | +37.3% | +1,646.4% | +1,522.7% |
| All | +1,683.6% | +34.8% | +1,648.9% | +1,522.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling