+120.2%
BKR vs AMC
-98.9%
+219.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.8% | -0.7% |
| 7D | -7.0% | -7.2% | +0.2% | -6.8% |
| 30D | -8.1% | -2.8% | -5.4% | -8.1% |
| 3M | -6.6% | +7.9% | -14.5% | -7.3% |
| 6M | +0.9% | +119.6% | -118.8% | -2.4% |
| YTD | +31.1% | +57.7% | -26.6% | +28.0% |
| 1Y | +27.7% | -12.1% | +39.8% | +26.9% |
| 3Y | +71.2% | -66.5% | +137.7% | +71.6% |
| 5Y | +177.6% | -99.5% | +277.1% | +204.4% |
| All | +120.2% | -98.9% | +219.1% | +86.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling