+103.9%
BP vs APA
+71.7%
+32.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | -1.5% |
| 7D | -11.6% | -15.5% | +3.9% | -5.3% |
| 30D | 0.0% | +2.4% | -2.3% | -0.9% |
| 3M | +6.7% | +22.8% | -16.0% | -2.3% |
| 6M | +2.2% | +17.9% | -15.8% | -5.1% |
| YTD | +33.0% | +87.7% | -54.7% | +1.6% |
| 1Y | +30.7% | +94.2% | -63.5% | -1.7% |
| 3Y | +44.2% | +27.2% | +17.0% | +22.5% |
| All | +103.9% | +71.7% | +32.2% | +46.1% |
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