+121.4%
BKR vs ALL
+361.5%
-240.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -6.3% |
| 7D | -6.7% | -4.3% | -2.4% | -4.4% |
| 30D | -8.3% | -3.6% | -4.8% | -6.6% |
| 3M | -5.4% | +13.2% | -18.6% | -12.8% |
| 6M | +0.8% | +22.5% | -21.7% | -12.0% |
| YTD | +31.8% | +22.7% | +9.1% | +14.0% |
| 1Y | +28.6% | +28.3% | +0.3% | +7.6% |
| 3Y | +71.2% | +152.0% | -80.8% | -13.2% |
| 5Y | +179.2% | +115.4% | +63.8% | +49.8% |
| All | +121.4% | +361.5% | -240.1% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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