+930.0%
APH vs BKR
+56.4%
+873.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -2.9% | -2.1% |
| 7D | +4.9% | +3.8% | +1.1% | +3.8% |
| 30D | -5.4% | -10.3% | +4.9% | -2.5% |
| 3M | -5.5% | -21.7% | +16.2% | +1.1% |
| 6M | +25.9% | -23.8% | +49.7% | +35.1% |
| YTD | +16.4% | +10.3% | +6.1% | +12.0% |
| 1Y | +16.5% | +5.7% | +10.8% | +13.4% |
| 3Y | +270.9% | +52.6% | +218.2% | +221.9% |
| 5Y | +289.5% | +127.1% | +162.4% | +191.7% |
| All | +930.0% | +56.4% | +873.6% | +563.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling