+65.9%
BLK vs APA
+12.4%
+53.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | -3.3% | +4.6% | -7.9% | -3.7% |
| 30D | -6.5% | +11.9% | -18.4% | -7.7% |
| 3M | +6.7% | +22.5% | -15.7% | +4.2% |
| 6M | +14.7% | +37.5% | -22.8% | +8.6% |
| YTD | +2.5% | +87.2% | -84.6% | -8.6% |
| 1Y | -2.8% | +101.4% | -104.2% | -14.9% |
| 3Y | +65.9% | +16.9% | +48.9% | +40.9% |
| All | +65.9% | +12.4% | +53.5% | +40.9% |
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 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