+521.9%
BKR vs AEM
+3,395.8%
-2,873.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.9% | -3.8% | -6.3% |
| 7D | -6.7% | -5.0% | -1.6% | -6.0% |
| 30D | -8.3% | +8.5% | -16.8% | -9.5% |
| 3M | -5.4% | +29.3% | -34.7% | -9.1% |
| 6M | +0.8% | -12.9% | +13.7% | +2.0% |
| YTD | +31.8% | +16.8% | +15.1% | +27.8% |
| 1Y | +28.6% | +29.8% | -1.3% | +22.4% |
| 3Y | +71.2% | +336.7% | -265.5% | +36.2% |
| 5Y | +179.2% | +299.9% | -120.7% | +122.4% |
| 10Y | +124.0% | +362.2% | -238.3% | +68.1% |
| All | +521.9% | +3,395.8% | -2,873.9% | +276.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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