+39.2%
BKR vs ACI
-32.3%
+71.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | +1.7% | +0.2% | +1.6% | +1.7% |
| 30D | +3.3% | +5.9% | -2.6% | +3.2% |
| 3M | -3.6% | -19.8% | +16.2% | -3.4% |
| 6M | +5.0% | -24.7% | +29.8% | +5.5% |
| YTD | +40.9% | -24.4% | +65.3% | +41.5% |
| 1Y | +39.2% | -31.5% | +70.7% | +40.8% |
| All | +39.2% | -32.3% | +71.6% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 1y: compounded portfolio wealth divided by compounded ACI 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…
1y analysis · Full analysis span regression · 6 months rolling