+9.7%
BKR vs ADVB
-76.7%
+86.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.5% | -1.0% | -5.6% |
| 7D | -8.8% | -29.5% | +20.8% | -9.0% |
| 30D | -13.1% | -66.9% | +53.8% | -14.1% |
| 3M | -18.9% | -73.7% | +54.8% | -20.1% |
| 6M | -27.2% | -64.8% | +37.5% | -27.2% |
| YTD | +10.7% | -64.0% | +74.7% | +11.6% |
| 1Y | +9.7% | -77.0% | +86.6% | +12.5% |
| All | +9.7% | -76.7% | +86.3% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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