+16.9%
APA vs BRKR
-11.8%
+28.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | +4.6% | -8.7% | +13.2% | +5.5% |
| 30D | +11.9% | -9.9% | +21.8% | +12.9% |
| 3M | +22.5% | -3.1% | +25.6% | +21.9% |
| 6M | +37.5% | +45.5% | -8.0% | +28.1% |
| YTD | +87.2% | +13.7% | +73.5% | +82.0% |
| 1Y | +101.4% | +67.4% | +34.0% | +78.5% |
| 3Y | +16.9% | -13.2% | +30.1% | +9.5% |
| All | +16.9% | -11.8% | +28.7% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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