+351.5%
BKR vs AGI
+5,269.5%
-4,918.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.3% | -3.4% | -6.3% |
| 7D | -6.7% | -5.3% | -1.4% | -6.0% |
| 30D | -8.3% | +6.8% | -15.1% | -9.2% |
| 3M | -5.4% | +8.3% | -13.7% | -6.8% |
| 6M | +0.8% | -29.2% | +30.0% | +4.3% |
| YTD | +31.8% | -7.3% | +39.1% | +31.3% |
| 1Y | +28.6% | +8.0% | +20.5% | +25.1% |
| 3Y | +71.2% | +206.6% | -135.3% | +44.3% |
| 5Y | +179.2% | +398.1% | -218.9% | +119.1% |
| 10Y | +124.0% | +384.0% | -260.0% | +63.4% |
| All | +351.5% | +5,269.5% | -4,918.0% | +163.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling