+120.2%
BKR vs A
+256.4%
-136.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.2% | -1.6% |
| 7D | -7.0% | -2.6% | -4.4% | -6.1% |
| 30D | -8.1% | -0.9% | -7.2% | -8.0% |
| 3M | -6.6% | +13.6% | -20.3% | -11.7% |
| 6M | +0.9% | +27.8% | -27.0% | -10.1% |
| YTD | +31.1% | +8.6% | +22.5% | +24.7% |
| 1Y | +27.7% | +16.9% | +10.8% | +17.2% |
| 3Y | +71.2% | +32.9% | +38.3% | +43.5% |
| 5Y | +177.6% | -14.1% | +191.7% | +179.1% |
| All | +120.2% | +256.4% | -136.3% | +20.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling