+120.2%
BKR vs APTV
-16.1%
+136.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | -7.0% | -5.0% | -2.0% | -5.4% |
| 30D | -8.1% | -6.1% | -2.1% | -6.3% |
| 3M | -6.6% | -33.0% | +26.4% | +6.4% |
| 6M | +0.9% | -35.2% | +36.1% | +14.5% |
| YTD | +31.1% | -40.1% | +71.2% | +52.5% |
| 1Y | +27.7% | -45.6% | +73.3% | +53.6% |
| 3Y | +71.2% | -54.4% | +125.6% | +110.2% |
| 5Y | +177.6% | -68.9% | +246.5% | +280.4% |
| All | +120.2% | -16.1% | +136.3% | +105.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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