+113.2%
BAPR price history and return analytics
+139.3%
-26.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.1% |
| 7D | -1.3% | -2.3% | +1.0% | +0.1% |
| 30D | -2.1% | -5.0% | +2.9% | +1.0% |
| 3M | -0.5% | -4.9% | +4.4% | +2.6% |
| 6M | +2.6% | -1.5% | +4.2% | +3.3% |
| YTD | +12.3% | +8.5% | +3.8% | +6.0% |
| 1Y | +14.5% | +11.4% | +3.2% | +6.2% |
| 3Y | +51.8% | +70.1% | -18.3% | +6.7% |
| 5Y | +63.1% | +53.7% | +9.4% | +20.9% |
| All | +113.2% | +139.3% | -26.1% | +17.7% |
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