-26.3%
APH vs BKR
+42.5%
-68.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.1% | -47.7% | -47.8% |
| 7D | -48.7% | +2.2% | -50.9% | -49.0% |
| 30D | -51.9% | +3.3% | -55.3% | -52.4% |
| 3M | -43.6% | -3.6% | -40.0% | -42.8% |
| 6M | -37.5% | +5.0% | -42.6% | -38.4% |
| YTD | -38.6% | +40.9% | -79.6% | -45.4% |
| 1Y | -26.3% | +39.2% | -65.6% | -33.5% |
| All | -26.3% | +42.5% | -68.8% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 1y: compounded portfolio wealth divided by compounded BKR 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…
1y analysis · Full analysis span regression · 6 months rolling