+121.4%
BKR vs ALB
+84.6%
+36.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.0% | -3.6% | -5.9% |
| 7D | -6.7% | -7.6% | +0.9% | -4.7% |
| 30D | -8.3% | -5.6% | -2.7% | -7.1% |
| 3M | -5.4% | -16.8% | +11.4% | -1.3% |
| 6M | +0.8% | -26.3% | +27.1% | +7.2% |
| YTD | +31.8% | -13.2% | +45.1% | +32.4% |
| 1Y | +28.6% | +68.8% | -40.2% | +4.9% |
| 3Y | +71.2% | -30.7% | +101.9% | +67.5% |
| 5Y | +179.2% | -46.3% | +225.5% | +180.2% |
| All | +121.4% | +84.6% | +36.8% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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