+91.7%
BKNG vs APA
+172.0%
-80.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -19.1% |
| 3M | +8.5% | +18.0% | -9.5% | +5.8% |
| 6M | -0.1% | +41.9% | -41.9% | -6.6% |
| YTD | -18.2% | +86.3% | -104.5% | -27.3% |
| 1Y | -19.9% | +97.9% | -117.7% | -30.0% |
| 3Y | +41.6% | +12.8% | +28.8% | +33.6% |
| All | +91.7% | +172.0% | -80.3% | +42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling