+186.2%
APA vs BRKR
+172.5%
+13.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | +4.6% | -8.7% | +13.2% | +6.0% |
| 30D | +11.9% | -9.9% | +21.8% | +13.6% |
| 3M | +22.5% | -3.1% | +25.6% | +21.7% |
| 6M | +37.5% | +45.5% | -8.0% | +25.9% |
| YTD | +87.2% | +13.7% | +73.5% | +77.9% |
| 1Y | +101.4% | +67.4% | +34.0% | +78.4% |
| 3Y | +16.9% | -13.2% | +30.1% | +12.8% |
| 5Y | +178.4% | -39.5% | +217.9% | +182.2% |
| 10Y | -2.9% | +153.5% | -156.3% | -18.7% |
| All | +186.2% | +172.5% | +13.7% | +115.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling