+28.4%
BKR vs ACI
-34.5%
+62.9%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -6.6% |
| 7D | -6.7% | -7.1% | +0.4% | -6.5% |
| 30D | -8.3% | -4.5% | -3.9% | -8.3% |
| 3M | -5.4% | -22.3% | +16.9% | -5.0% |
| 6M | +0.8% | -28.4% | +29.2% | +1.3% |
| YTD | +31.8% | -29.5% | +61.4% | +32.6% |
| All | +28.4% | -34.5% | +62.9% | +27.1% |
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