+911.5%
BE vs APA
+17.3%
+894.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.2% | +10.5% | +8.5% |
| 7D | +20.0% | +0.5% | +19.4% | +19.6% |
| 30D | +7.9% | +23.4% | -15.5% | -1.0% |
| 3M | -13.2% | +12.7% | -25.9% | -18.8% |
| 6M | +53.5% | +39.4% | +14.0% | +29.3% |
| YTD | +191.0% | +79.0% | +112.1% | +121.6% |
| 1Y | +360.5% | +88.8% | +271.7% | +238.9% |
| 3Y | +1,568.0% | +6.4% | +1,561.7% | +1,367.0% |
| 5Y | +1,055.2% | +153.0% | +902.2% | +582.6% |
| All | +911.5% | +17.3% | +894.2% | +390.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling