-26.4%
APP vs BKR
+5.7%
-32.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.2% | +2.7% | +4.4% |
| 7D | +4.6% | +3.8% | +0.8% | +6.0% |
| 30D | +56.0% | -10.3% | +66.3% | +53.1% |
| 3M | +30.8% | -21.7% | +52.5% | +24.3% |
| 6M | -9.8% | -23.8% | +14.0% | -15.0% |
| YTD | -39.3% | +10.3% | -49.5% | -37.8% |
| 1Y | -26.4% | +5.7% | -32.1% | -23.4% |
| All | -26.4% | +5.7% | -32.1% | -23.4% |
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