+179.2%
BKR vs ALLE
+9.7%
+169.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.6% |
| 7D | -6.7% | -2.8% | -3.9% | -5.8% |
| 30D | -8.3% | -10.2% | +1.8% | -5.1% |
| 3M | -5.4% | +17.4% | -22.8% | -11.2% |
| 6M | +0.8% | +3.3% | -2.5% | -1.1% |
| YTD | +31.8% | -4.2% | +36.1% | +32.8% |
| 1Y | +28.6% | -10.5% | +39.1% | +32.5% |
| 3Y | +71.2% | +45.4% | +25.8% | +45.0% |
| 5Y | +179.2% | +11.9% | +167.3% | +155.3% |
| All | +179.2% | +9.7% | +169.5% | +155.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling