+263.7%
BKR vs AMT
+1,310.4%
-1,046.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | +0.4% | -0.2% | +0.6% | +0.4% |
| 30D | +3.9% | +1.8% | +2.0% | +3.4% |
| 3M | -1.1% | -6.2% | +5.1% | -0.2% |
| 6M | +7.6% | -5.0% | +12.6% | +8.2% |
| YTD | +41.9% | +2.1% | +39.8% | +40.7% |
| 1Y | +42.2% | -5.7% | +48.0% | +42.8% |
| 3Y | +84.3% | +7.9% | +76.3% | +77.9% |
| 5Y | +215.7% | -32.3% | +248.0% | +228.3% |
| 10Y | +130.9% | +95.0% | +35.9% | +98.8% |
| All | +263.7% | +1,310.4% | -1,046.7% | +99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling