+120.2%
BKR vs AGI
+392.3%
-272.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | -7.0% | -2.7% | -4.3% | -6.7% |
| 30D | -8.1% | +7.2% | -15.4% | -8.9% |
| 3M | -6.6% | +4.3% | -10.9% | -7.4% |
| 6M | +0.9% | -27.1% | +27.9% | +3.6% |
| YTD | +31.1% | -6.6% | +37.7% | +30.6% |
| 1Y | +27.7% | +9.5% | +18.2% | +24.6% |
| 3Y | +71.2% | +208.4% | -137.2% | +47.4% |
| 5Y | +177.6% | +401.6% | -224.0% | +125.5% |
| All | +120.2% | +392.3% | -272.2% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling