+84.5%
BKR vs AMC
-66.8%
+151.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | -0.4% |
| 7D | -1.5% | -6.8% | +5.3% | -1.4% |
| 30D | -0.7% | +1.7% | -2.3% | -0.7% |
| 3M | +0.5% | +26.8% | -26.3% | -0.4% |
| 6M | +6.6% | +117.7% | -111.1% | +3.9% |
| YTD | +41.3% | +57.7% | -16.4% | +38.7% |
| 1Y | +42.2% | -12.5% | +54.7% | +42.0% |
| All | +84.5% | -66.8% | +151.3% | +86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling