+10,911.0%
APH vs BRKR
+173.2%
+10,737.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.0% |
| 7D | -2.2% | -9.8% | +7.6% | -0.3% |
| 30D | -4.0% | -6.1% | +2.0% | -3.0% |
| 3M | +7.7% | -2.4% | +10.1% | +6.9% |
| 6M | +17.8% | +46.7% | -28.9% | +7.1% |
| YTD | +19.2% | +14.0% | +5.2% | +13.4% |
| 1Y | +35.7% | +76.5% | -40.8% | +17.7% |
| 3Y | +282.9% | -11.7% | +294.6% | +268.9% |
| 5Y | +345.6% | -39.3% | +385.0% | +357.2% |
| 10Y | +1,046.9% | +154.1% | +892.8% | +793.2% |
| All | +10,911.0% | +173.2% | +10,737.8% | +6,759.4% |
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