+13.5%
BIL vs APA
+24.2%
-10.7%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | 0.0% |
| 7D | -0.3% | -15.5% | +15.2% | -0.3% |
| 30D | 0.0% | +2.4% | -2.4% | 0.0% |
| 3M | +0.6% | +22.8% | -22.2% | +0.6% |
| 6M | +1.5% | +17.9% | -16.4% | +1.5% |
| YTD | +2.8% | +87.7% | -84.9% | +2.8% |
| 1Y | +3.3% | +94.2% | -90.8% | +3.4% |
| 3Y | +13.5% | +27.2% | -13.7% | +13.5% |
| All | +13.5% | +24.2% | -10.7% | +13.5% |
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 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