-9.8%
APP vs BKR
-23.6%
+13.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.2% | +2.7% | +4.5% |
| 7D | +4.6% | +3.8% | +0.8% | +6.4% |
| 30D | +56.0% | -10.3% | +66.3% | +53.0% |
| 3M | +30.8% | -21.7% | +52.5% | +24.2% |
| 6M | -9.8% | -23.8% | +14.0% | -14.9% |
| All | -9.8% | -23.6% | +13.8% | -14.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling