+1,335.7%
BP vs APA
+815.8%
+519.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.7% |
| 7D | +3.9% | +0.5% | +3.4% | +3.7% |
| 30D | +7.6% | +23.4% | -15.8% | -0.5% |
| 3M | +0.7% | +12.7% | -12.0% | -3.8% |
| 6M | +15.5% | +39.4% | -23.9% | +1.6% |
| YTD | +30.8% | +79.0% | -48.1% | +4.8% |
| 1Y | +34.3% | +88.8% | -54.5% | +4.6% |
| 3Y | +35.1% | +6.4% | +28.7% | +24.0% |
| 5Y | +126.8% | +153.0% | -26.1% | +44.8% |
| 10Y | +123.4% | +7.5% | +115.8% | +42.7% |
| All | +1,335.7% | +815.8% | +519.9% | +393.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling