+374.6%
BKR vs ACI
+17.4%
+357.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -6.5% |
| 7D | -6.7% | -7.1% | +0.4% | -6.0% |
| 30D | -8.3% | -4.5% | -3.9% | -8.0% |
| 3M | -5.4% | -22.3% | +16.9% | -3.3% |
| 6M | +0.8% | -28.4% | +29.2% | +3.7% |
| YTD | +31.8% | -29.5% | +61.4% | +35.8% |
| 1Y | +28.6% | -34.2% | +62.8% | +33.4% |
| 3Y | +71.2% | -45.7% | +116.9% | +81.0% |
| 5Y | +179.2% | -40.8% | +220.0% | +189.1% |
| All | +374.6% | +17.4% | +357.2% | +408.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling