+27.7%
BKR vs AG
+110.7%
-83.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.4% | -0.3% |
| 7D | -7.0% | -6.7% | -0.3% | -6.4% |
| 30D | -8.1% | +2.2% | -10.3% | -8.4% |
| 3M | -6.6% | +15.7% | -22.3% | -8.1% |
| 6M | +0.9% | -23.8% | +24.6% | +2.6% |
| YTD | +31.1% | +17.6% | +13.5% | +29.8% |
| 1Y | +27.7% | +88.6% | -60.9% | +25.2% |
| All | +27.7% | +110.7% | -83.0% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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