+28.4%
BKR vs APA
+100.7%
-72.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -6.5% |
| 7D | -6.7% | +0.8% | -7.5% | -6.9% |
| 30D | -8.3% | +9.6% | -18.0% | -10.5% |
| 3M | -5.4% | +18.0% | -23.4% | -9.8% |
| 6M | +0.8% | +41.9% | -41.1% | -10.1% |
| YTD | +31.8% | +86.3% | -54.5% | +7.0% |
| All | +28.4% | +100.7% | -72.3% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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