+345.6%
APH vs BKR
+179.4%
+166.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.7% | +5.3% | +0.4% |
| 7D | -2.2% | -6.7% | +4.4% | -0.5% |
| 30D | -4.0% | -8.3% | +4.3% | -1.9% |
| 3M | +7.7% | -5.4% | +13.1% | +8.9% |
| 6M | +17.8% | +0.8% | +17.0% | +16.8% |
| YTD | +19.2% | +31.8% | -12.7% | +10.0% |
| 1Y | +35.7% | +28.6% | +7.1% | +25.9% |
| 3Y | +282.9% | +71.2% | +211.7% | +229.2% |
| 5Y | +345.6% | +179.2% | +166.4% | +233.3% |
| All | +345.6% | +179.4% | +166.3% | +233.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling