+704.7%
BKR vs ALB
+2,826.7%
-2,122.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | +0.5% |
| 7D | -1.5% | -8.6% | +7.1% | +1.5% |
| 30D | -0.7% | -4.0% | +3.4% | +0.4% |
| 3M | +0.5% | -17.4% | +17.9% | +6.2% |
| 6M | +6.6% | -25.4% | +32.0% | +14.7% |
| YTD | +41.3% | -10.5% | +51.8% | +40.4% |
| 1Y | +42.2% | +75.8% | -33.6% | +8.7% |
| 3Y | +83.4% | -28.5% | +112.0% | +71.8% |
| 5Y | +203.6% | -45.1% | +248.7% | +192.1% |
| 10Y | +139.9% | +87.3% | +52.6% | +25.4% |
| All | +704.7% | +2,826.7% | -2,122.0% | +104.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling