+125.7%
BKR vs AMIX
-99.9%
+225.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +0.4% | -3.4% | +3.8% | +0.4% |
| 30D | +3.9% | -54.4% | +58.2% | +4.2% |
| 3M | -1.1% | -45.7% | +44.7% | -1.8% |
| 6M | +7.6% | -49.2% | +56.8% | +6.8% |
| YTD | +41.9% | -60.3% | +102.2% | +41.1% |
| 1Y | +42.2% | -81.4% | +123.6% | +42.5% |
| All | +125.7% | -99.9% | +225.5% | +134.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling