+72.2%
BKR vs APD
+5.8%
+66.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.1% | -6.5% |
| 7D | -6.7% | -3.5% | -3.2% | -5.7% |
| 30D | -8.3% | -5.1% | -3.3% | -7.0% |
| 3M | -5.4% | +6.9% | -12.3% | -7.7% |
| 6M | +0.8% | +8.1% | -7.3% | -2.3% |
| YTD | +31.8% | +21.2% | +10.6% | +22.7% |
| 1Y | +28.6% | +4.9% | +23.7% | +25.6% |
| All | +72.2% | +5.8% | +66.4% | +68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling