+408.5%
BKR vs ACI
+18.9%
+389.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.2% |
| 7D | -1.5% | -5.0% | +3.5% | -1.0% |
| 30D | -0.7% | -2.3% | +1.6% | -0.5% |
| 3M | +0.5% | -23.2% | +23.7% | +2.8% |
| 6M | +6.6% | -29.5% | +36.1% | +10.0% |
| YTD | +41.3% | -28.6% | +69.9% | +45.3% |
| 1Y | +42.2% | -34.0% | +76.2% | +47.5% |
| 3Y | +83.4% | -45.0% | +128.4% | +93.7% |
| 5Y | +203.6% | -44.0% | +247.6% | +215.3% |
| All | +408.5% | +18.9% | +389.6% | +443.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling