+120.2%
BKR vs AA
+122.9%
-2.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -7.0% | -3.4% | -3.6% | -5.8% |
| 30D | -8.1% | -5.8% | -2.3% | -6.4% |
| 3M | -6.6% | -29.9% | +23.3% | +4.6% |
| 6M | +0.9% | -27.0% | +27.9% | +9.3% |
| YTD | +31.1% | -8.7% | +39.8% | +29.5% |
| 1Y | +27.7% | +50.6% | -22.9% | +3.3% |
| 3Y | +71.2% | +74.1% | -2.9% | +19.8% |
| 5Y | +177.6% | +2.6% | +175.0% | +114.0% |
| All | +120.2% | +122.9% | -2.7% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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