+27.7%
BKR vs AMT
-4.9%
+32.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -0.7% |
| 7D | -7.0% | +1.1% | -8.1% | -7.0% |
| 30D | -8.1% | +4.4% | -12.5% | -8.3% |
| 3M | -6.6% | -5.2% | -1.5% | -6.1% |
| 6M | +0.9% | -0.8% | +1.7% | +0.8% |
| YTD | +31.1% | +3.3% | +27.8% | +31.0% |
| 1Y | +27.7% | -6.0% | +33.7% | +25.0% |
| All | +27.7% | -4.9% | +32.6% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 2025-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded AMT 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling