+171.6%
BKR vs APD
+22.2%
+149.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | -7.0% | -3.3% | -3.7% | -6.0% |
| 30D | -8.1% | -4.2% | -4.0% | -6.9% |
| 3M | -6.6% | +5.4% | -12.1% | -8.7% |
| 6M | +0.9% | +6.3% | -5.4% | -1.9% |
| YTD | +31.1% | +20.3% | +10.8% | +21.6% |
| 1Y | +27.7% | +1.6% | +26.1% | +25.7% |
| 3Y | +71.2% | +4.0% | +67.2% | +65.6% |
| All | +171.6% | +22.2% | +149.4% | +124.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling