+84.5%
BKR vs ACWI
+75.1%
+9.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | -1.5% | 0.0% | -1.5% | -1.6% |
| 30D | -0.7% | -0.6% | -0.1% | -0.2% |
| 3M | +0.5% | +4.3% | -3.8% | -3.9% |
| 6M | +6.6% | +12.7% | -6.0% | -5.9% |
| YTD | +41.3% | +13.9% | +27.3% | +23.1% |
| 1Y | +42.2% | +20.5% | +21.7% | +16.5% |
| All | +84.5% | +75.1% | +9.4% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling