+132,206.3%
APH vs BKR
+618.2%
+131,588.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +5.0% | +1.7% | +3.2% | +4.5% |
| 30D | -3.9% | +3.3% | -7.2% | -4.7% |
| 3M | +13.0% | -3.6% | +16.6% | +13.7% |
| 6M | +25.2% | +5.0% | +20.1% | +23.0% |
| YTD | +22.9% | +40.9% | -18.0% | +12.4% |
| 1Y | +47.8% | +39.2% | +8.6% | +35.4% |
| 3Y | +283.0% | +83.7% | +199.3% | +224.5% |
| 5Y | +349.7% | +207.5% | +142.1% | +227.3% |
| 10Y | +1,061.2% | +136.3% | +924.9% | +727.0% |
| All | +132,206.3% | +618.2% | +131,588.1% | +72,162.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling