+173.2%
BKR vs ALL
+113.7%
+59.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -6.5% |
| 7D | -6.7% | -4.3% | -2.4% | -5.5% |
| 30D | -8.3% | -3.6% | -4.8% | -7.5% |
| 3M | -5.4% | +13.2% | -18.6% | -9.2% |
| 6M | +0.8% | +22.5% | -21.7% | -5.9% |
| YTD | +31.8% | +22.7% | +9.1% | +22.5% |
| 1Y | +28.6% | +28.3% | +0.3% | +17.4% |
| 3Y | +71.2% | +152.0% | -80.8% | +19.2% |
| All | +173.2% | +113.7% | +59.5% | +101.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling