+123.7%
BKR vs AMC
-99.2%
+222.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.3% |
| 7D | +3.8% | +3.5% | +0.3% | +3.7% |
| 30D | -10.3% | +12.5% | -22.7% | -10.6% |
| 3M | -21.7% | +23.6% | -45.3% | -22.2% |
| 6M | -23.8% | +144.4% | -168.1% | -26.0% |
| YTD | +10.3% | +108.3% | -98.1% | +7.1% |
| 1Y | +5.7% | +38.9% | -33.2% | +3.9% |
| 3Y | +52.6% | -58.9% | +111.5% | +52.8% |
| All | +123.7% | -99.2% | +222.9% | +143.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling