+120.2%
BKR vs ALNY
+260.0%
-139.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.6% |
| 7D | -7.0% | -6.5% | -0.4% | -6.5% |
| 30D | -8.1% | +11.0% | -19.2% | -8.9% |
| 3M | -6.6% | -14.1% | +7.4% | -6.1% |
| 6M | +0.9% | -22.4% | +23.2% | +2.1% |
| YTD | +31.1% | -37.5% | +68.6% | +35.0% |
| 1Y | +27.7% | -46.9% | +74.6% | +33.2% |
| 3Y | +71.2% | +22.1% | +49.2% | +64.3% |
| 5Y | +177.6% | +31.2% | +146.4% | +160.1% |
| All | +120.2% | +260.0% | -139.8% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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