+1,821.9%
BA vs BKR
+571.3%
+1,250.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +1.2% | +1.7% | -0.6% | +0.7% |
| 30D | -11.6% | +3.3% | -15.0% | -12.5% |
| 3M | -2.4% | -3.6% | +1.2% | -1.9% |
| 6M | -6.6% | +5.0% | -11.7% | -8.7% |
| YTD | -2.2% | +40.9% | -43.2% | -12.1% |
| 1Y | -8.0% | +39.2% | -47.3% | -17.4% |
| 3Y | -5.0% | +83.7% | -88.7% | -22.0% |
| 5Y | -2.7% | +207.5% | -210.2% | -32.5% |
| 10Y | +75.9% | +136.3% | -60.4% | +23.3% |
| All | +1,821.9% | +571.3% | +1,250.6% | +838.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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