+173.2%
BKR vs AME
+83.9%
+89.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.2% |
| 7D | -6.7% | 0.0% | -6.7% | -6.7% |
| 30D | -8.3% | -8.6% | +0.3% | -4.1% |
| 3M | -5.4% | +5.8% | -11.2% | -8.6% |
| 6M | +0.8% | +3.8% | -3.0% | -2.0% |
| YTD | +31.8% | +14.4% | +17.4% | +21.5% |
| 1Y | +28.6% | +25.8% | +2.8% | +12.1% |
| 3Y | +71.2% | +55.2% | +16.1% | +32.7% |
| All | +173.2% | +83.9% | +89.3% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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