+183.2%
BKR vs AMCR
+96.6%
+86.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.6% |
| 7D | -6.7% | -5.0% | -1.7% | -5.0% |
| 30D | -8.3% | -8.0% | -0.4% | -5.8% |
| 3M | -5.4% | +14.3% | -19.7% | -10.5% |
| 6M | +0.8% | +5.3% | -4.5% | -2.5% |
| YTD | +31.8% | +7.7% | +24.1% | +26.1% |
| 1Y | +28.6% | +10.8% | +17.7% | +21.4% |
| 3Y | +71.2% | +9.6% | +61.6% | +59.8% |
| 5Y | +179.2% | -10.2% | +189.4% | +178.6% |
| 10Y | +124.0% | +16.5% | +107.5% | +93.2% |
| All | +183.2% | +96.6% | +86.6% | +140.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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