+619.5%
APP vs BKR
+81.5%
+537.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -4.4% | -1.5% | -2.9% | -3.8% |
| 30D | -10.0% | -0.7% | -9.3% | -9.8% |
| 3M | -41.4% | +0.5% | -41.9% | -41.8% |
| 6M | -41.0% | +6.6% | -47.7% | -44.0% |
| YTD | -54.7% | +41.3% | -96.0% | -63.8% |
| 1Y | -45.3% | +42.2% | -87.6% | -57.1% |
| All | +619.5% | +81.5% | +537.9% | +353.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling