+1,179.0%
BE vs BKR
+174.4%
+1,004.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.7% | +2.7% | -0.2% |
| 7D | +9.7% | -6.7% | +16.4% | +14.1% |
| 30D | +22.4% | -8.3% | +30.7% | +28.3% |
| 3M | +10.4% | -5.4% | +15.8% | +13.1% |
| 6M | +67.9% | +0.8% | +67.0% | +65.7% |
| YTD | +197.5% | +31.8% | +165.6% | +152.6% |
| 1Y | +310.6% | +28.6% | +282.0% | +250.5% |
| 3Y | +1,657.2% | +71.2% | +1,586.0% | +1,167.1% |
| All | +1,179.0% | +174.4% | +1,004.6% | +602.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling