+128.2%
BKR vs AMC
-98.1%
+226.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +0.8% |
| 7D | +0.4% | -0.8% | +1.2% | +0.4% |
| 30D | +3.9% | -1.2% | +5.0% | +3.8% |
| 3M | -1.1% | +42.2% | -43.3% | -2.7% |
| 6M | +7.6% | +118.8% | -111.2% | +3.9% |
| YTD | +41.9% | +64.1% | -22.2% | +38.1% |
| 1Y | +42.2% | -9.5% | +51.8% | +41.1% |
| 3Y | +84.3% | -64.3% | +148.6% | +84.3% |
| 5Y | +215.7% | -99.5% | +315.2% | +247.9% |
| 10Y | +130.9% | -98.9% | +229.8% | +112.9% |
| All | +128.2% | -98.1% | +226.3% | +73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling