+569.2%
BKR vs ALK
+810.8%
-241.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +1.3% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +3.9% | -18.5% | +22.3% | +8.0% |
| 3M | -1.1% | -3.6% | +2.5% | -1.3% |
| 6M | +7.6% | -3.7% | +11.3% | +6.4% |
| YTD | +41.9% | -19.0% | +60.9% | +44.6% |
| 1Y | +42.2% | -36.0% | +78.3% | +51.4% |
| 3Y | +84.3% | +2.3% | +81.9% | +72.5% |
| 5Y | +215.7% | -27.8% | +243.5% | +211.2% |
| 10Y | +130.9% | -39.0% | +169.9% | +124.4% |
| All | +569.2% | +810.8% | -241.6% | +275.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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