+578.9%
BKR vs AEIS
+2,627.1%
-2,048.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.5% | -1.4% |
| 7D | -7.0% | +2.3% | -9.3% | -7.3% |
| 30D | -8.1% | -14.8% | +6.7% | -5.9% |
| 3M | -6.6% | -15.6% | +9.0% | -5.1% |
| 6M | +0.9% | -8.7% | +9.6% | +0.5% |
| YTD | +31.1% | +37.3% | -6.2% | +21.7% |
| 1Y | +27.7% | +80.3% | -52.6% | +12.7% |
| 3Y | +71.2% | +177.9% | -106.7% | +38.6% |
| 5Y | +177.6% | +235.8% | -58.2% | +114.6% |
| 10Y | +122.7% | +558.6% | -436.0% | +50.8% |
| All | +578.9% | +2,627.1% | -2,048.2% | +234.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling