+9.7%
BKR vs AMIX
-92.3%
+102.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.0% | -2.5% | -5.5% |
| 7D | -8.8% | -25.1% | +16.4% | -8.7% |
| 30D | -13.1% | -54.5% | +41.4% | -13.0% |
| 3M | -18.9% | -91.7% | +72.8% | -18.6% |
| 6M | -27.2% | -79.4% | +52.2% | -28.4% |
| YTD | +10.7% | -86.1% | +96.8% | +8.2% |
| 1Y | +9.7% | -91.6% | +101.2% | +6.6% |
| All | +9.7% | -92.3% | +102.0% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling