-55.4%
APP vs BKR
+5.7%
-61.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -5.5% | +16.2% | +9.3% |
| 7D | +4.5% | -8.8% | +13.3% | +2.5% |
| 30D | -3.6% | -13.1% | +9.5% | -6.2% |
| 3M | -35.3% | -18.9% | -16.3% | -37.8% |
| 6M | -42.8% | -27.2% | -15.6% | -46.4% |
| YTD | -59.7% | +10.7% | -70.4% | -60.3% |
| 1Y | -55.4% | +9.7% | -65.0% | -56.9% |
| All | -55.4% | +5.7% | -61.0% | -56.9% |
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