+225.5%
BKR vs AEE
+807.2%
-581.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.4% | -6.0% |
| 7D | -6.7% | -0.7% | -6.0% | -6.3% |
| 30D | -8.3% | -2.0% | -6.4% | -7.3% |
| 3M | -5.4% | -2.8% | -2.6% | -4.4% |
| 6M | +0.8% | -3.6% | +4.4% | +1.9% |
| YTD | +31.8% | +7.3% | +24.5% | +25.4% |
| 1Y | +28.6% | +8.7% | +19.9% | +21.0% |
| 3Y | +71.2% | +46.0% | +25.2% | +33.5% |
| 5Y | +179.2% | +39.8% | +139.5% | +119.2% |
| 10Y | +124.0% | +191.4% | -67.5% | +4.2% |
| All | +225.5% | +807.2% | -581.7% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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