+28.6%
BKR vs AMIX
-82.5%
+111.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.0% | -2.6% | -6.7% |
| 7D | -6.7% | -6.3% | -0.4% | -6.6% |
| 30D | -8.3% | -51.9% | +43.6% | -8.2% |
| 3M | -5.4% | -44.9% | +39.5% | -6.6% |
| 6M | +0.8% | -47.9% | +48.7% | -0.6% |
| YTD | +31.8% | -62.0% | +93.9% | +29.8% |
| 1Y | +28.6% | -82.0% | +110.6% | +33.2% |
| All | +28.6% | -82.5% | +111.0% | +33.2% |
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