+173.2%
BKR vs AA
+1.2%
+172.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.8% | -1.9% | -5.4% |
| 7D | -6.7% | -5.4% | -1.3% | -5.3% |
| 30D | -8.3% | -10.7% | +2.3% | -5.8% |
| 3M | -5.4% | -26.2% | +20.8% | +1.6% |
| 6M | +0.8% | -20.9% | +21.7% | +4.8% |
| YTD | +31.8% | -8.6% | +40.5% | +30.8% |
| 1Y | +28.6% | +57.4% | -28.8% | +8.0% |
| 3Y | +71.2% | +77.8% | -6.6% | +30.1% |
| All | +173.2% | +1.2% | +172.0% | +141.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling