+53.5%
BE vs APA
+40.1%
+13.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.2% | +10.5% | +5.8% |
| 7D | +20.0% | +0.5% | +19.4% | +20.3% |
| 30D | +7.9% | +23.4% | -15.5% | +18.6% |
| 3M | -13.2% | +12.7% | -25.9% | -6.0% |
| 6M | +53.5% | +39.4% | +14.0% | +74.9% |
| All | +53.5% | +40.1% | +13.4% | +74.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling