+116.0%
BAPR price history and return analytics
+154.4%
-38.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.2% | +0.4% | -0.2% | -0.1% |
| 30D | +0.8% | +1.0% | -0.2% | +0.1% |
| 3M | +2.5% | +2.4% | +0.1% | +0.8% |
| 6M | +12.4% | +12.0% | +0.4% | +4.2% |
| YTD | +13.7% | +15.3% | -1.6% | +3.4% |
| 1Y | +17.5% | +22.6% | -5.0% | +2.5% |
| 3Y | +50.4% | +74.7% | -24.3% | +4.0% |
| 5Y | +67.8% | +66.1% | +1.7% | +18.5% |
| All | +116.0% | +154.4% | -38.5% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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