+84.5%
BKR vs ALLE
+44.7%
+39.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.3% | +0.4% |
| 7D | -1.5% | -2.2% | +0.6% | -0.9% |
| 30D | -0.7% | -8.3% | +7.7% | +1.9% |
| 3M | +0.5% | +16.3% | -15.7% | -5.1% |
| 6M | +6.6% | +1.8% | +4.8% | +5.6% |
| YTD | +41.3% | -3.9% | +45.2% | +42.7% |
| 1Y | +42.2% | -10.0% | +52.2% | +47.0% |
| All | +84.5% | +44.7% | +39.8% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 3y: compounded portfolio wealth divided by compounded ALLE 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…
3y analysis · Full analysis span regression · 6 months rolling