+209.9%
BKNG vs APA
-2.8%
+212.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | -10.7% | +0.8% | -11.5% | -10.8% |
| 30D | -18.1% | +9.6% | -27.7% | -19.4% |
| 3M | +8.5% | +18.0% | -9.5% | +4.9% |
| 6M | -0.1% | +41.9% | -41.9% | -7.5% |
| YTD | -18.2% | +86.3% | -104.5% | -28.2% |
| 1Y | -19.9% | +97.9% | -117.7% | -30.8% |
| 3Y | +41.6% | +12.8% | +28.8% | +31.1% |
| 5Y | +93.1% | +177.2% | -84.1% | +45.9% |
| All | +209.9% | -2.8% | +212.7% | +118.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling