+9.7%
BKR vs A
+24.4%
-14.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.0% | -6.5% | -5.6% |
| 7D | -8.8% | -2.4% | -6.4% | -8.6% |
| 30D | -13.1% | +3.6% | -16.7% | -13.4% |
| 3M | -18.9% | +27.5% | -46.4% | -20.9% |
| 6M | -27.2% | +58.5% | -85.7% | -31.6% |
| YTD | +10.7% | +31.2% | -20.5% | +9.7% |
| 1Y | +9.7% | +22.2% | -12.5% | +11.7% |
| All | +9.7% | +24.4% | -14.7% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling