+9.7%
BKR vs AMC
+38.0%
-28.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +7.3% | -12.8% | -5.4% |
| 7D | -8.8% | +17.7% | -26.5% | -8.6% |
| 30D | -13.1% | +26.2% | -39.3% | -12.9% |
| 3M | -18.9% | +31.3% | -50.3% | -18.6% |
| 6M | -27.2% | +142.8% | -170.0% | -26.2% |
| YTD | +10.7% | +125.6% | -114.9% | +11.7% |
| 1Y | +9.7% | +40.2% | -30.6% | +14.0% |
| All | +9.7% | +38.0% | -28.4% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 1y: compounded portfolio wealth divided by compounded AMC 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…
1y analysis · Full analysis span regression · 6 months rolling