+446.9%
BKR vs ALL
+3,580.9%
-3,134.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.5% |
| 7D | -1.5% | -2.2% | +0.7% | -0.6% |
| 30D | -0.7% | -5.6% | +4.9% | +1.7% |
| 3M | +0.5% | +17.2% | -16.7% | -7.0% |
| 6M | +6.6% | +23.2% | -16.6% | -3.9% |
| YTD | +41.3% | +23.6% | +17.7% | +26.4% |
| 1Y | +42.2% | +29.2% | +13.0% | +24.4% |
| 3Y | +83.4% | +153.8% | -70.4% | +16.1% |
| 5Y | +203.6% | +116.1% | +87.5% | +101.8% |
| 10Y | +139.9% | +364.8% | -224.9% | +17.9% |
| All | +446.9% | +3,580.9% | -3,134.0% | +44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling