+173.2%
BKR vs AEIS
+216.9%
-43.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.5% | -5.7% |
| 7D | -6.7% | -0.2% | -6.5% | -6.6% |
| 30D | -8.3% | -16.4% | +8.1% | -4.6% |
| 3M | -5.4% | -11.1% | +5.7% | -4.9% |
| 6M | +0.8% | -12.0% | +12.8% | +0.6% |
| YTD | +31.8% | +30.9% | +1.0% | +17.2% |
| 1Y | +28.6% | +74.3% | -45.8% | +4.3% |
| 3Y | +71.2% | +165.2% | -93.9% | +19.4% |
| All | +173.2% | +216.9% | -43.8% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling