+391.4%
BKR vs A
+428.5%
-37.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.5% | -6.4% |
| 7D | -6.7% | -4.6% | -2.1% | -5.5% |
| 30D | -8.3% | -4.3% | -4.1% | -7.4% |
| 3M | -5.4% | +8.9% | -14.3% | -7.9% |
| 6M | +0.8% | +24.5% | -23.7% | -6.0% |
| YTD | +31.8% | +5.8% | +26.0% | +28.3% |
| 1Y | +28.6% | +16.2% | +12.3% | +21.6% |
| 3Y | +71.2% | +28.5% | +42.8% | +55.4% |
| 5Y | +179.2% | -16.3% | +195.6% | +179.2% |
| 10Y | +124.0% | +244.9% | -121.0% | +54.3% |
| All | +391.4% | +428.5% | -37.1% | +168.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling