+173.2%
BKR vs A
-16.5%
+189.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.5% | -6.4% |
| 7D | -6.7% | -4.6% | -2.1% | -5.6% |
| 30D | -8.3% | -4.3% | -4.1% | -7.4% |
| 3M | -5.4% | +8.9% | -14.3% | -7.8% |
| 6M | +0.8% | +24.5% | -23.7% | -5.8% |
| YTD | +31.8% | +5.8% | +26.0% | +28.9% |
| 1Y | +28.6% | +16.2% | +12.3% | +21.9% |
| 3Y | +71.2% | +28.5% | +42.8% | +55.2% |
| All | +173.2% | -16.5% | +189.7% | +139.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling