+120.2%
BKR vs APD
+166.7%
-46.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.2% |
| 7D | -7.0% | -3.3% | -3.7% | -5.4% |
| 30D | -8.1% | -4.2% | -4.0% | -6.1% |
| 3M | -6.6% | +5.4% | -12.1% | -9.9% |
| 6M | +0.9% | +6.3% | -5.4% | -3.6% |
| YTD | +31.1% | +20.3% | +10.8% | +16.8% |
| 1Y | +27.7% | +1.6% | +26.1% | +23.8% |
| 3Y | +71.2% | +4.0% | +67.2% | +59.2% |
| 5Y | +177.6% | +23.3% | +154.3% | +124.1% |
| All | +120.2% | +166.7% | -46.5% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling