+59.1%
BKR vs APO
+1,673.6%
-1,614.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.3% | -5.7% |
| 7D | -6.7% | -4.9% | -1.8% | -4.7% |
| 30D | -8.3% | -8.4% | +0.1% | -5.1% |
| 3M | -5.4% | -2.1% | -3.3% | -5.2% |
| 6M | +0.8% | +19.2% | -18.4% | -7.9% |
| YTD | +31.8% | -10.5% | +42.4% | +34.8% |
| 1Y | +28.6% | -2.7% | +31.3% | +25.6% |
| 3Y | +71.2% | +52.5% | +18.8% | +32.7% |
| 5Y | +179.2% | +132.1% | +47.2% | +70.5% |
| 10Y | +124.0% | +924.7% | -800.8% | -27.3% |
| All | +59.1% | +1,673.6% | -1,614.6% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 all: compounded portfolio wealth divided by compounded APO 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…
all analysis · Full analysis span regression · 6 months rolling