+109.7%
BKR vs APTV
+180.7%
-71.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.7% | -9.3% | -7.6% |
| 7D | -6.7% | -1.8% | -4.9% | -6.2% |
| 30D | -8.3% | -7.9% | -0.4% | -5.8% |
| 3M | -5.4% | -29.9% | +24.5% | +6.3% |
| 6M | +0.8% | -36.6% | +37.4% | +15.8% |
| YTD | +31.8% | -40.0% | +71.8% | +53.8% |
| 1Y | +28.6% | -44.0% | +72.6% | +53.5% |
| 3Y | +71.2% | -54.5% | +125.8% | +111.2% |
| 5Y | +179.2% | -68.8% | +248.0% | +282.5% |
| 10Y | +124.0% | -16.9% | +140.9% | +80.8% |
| All | +109.7% | +180.7% | -71.0% | -18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling