+120.2%
BKR vs AON
+204.8%
-84.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | +0.2% |
| 7D | -7.0% | -6.3% | -0.7% | -4.3% |
| 30D | -8.1% | -14.1% | +6.0% | -2.0% |
| 3M | -6.6% | -9.5% | +2.9% | -3.7% |
| 6M | +0.9% | -4.0% | +4.9% | +0.2% |
| YTD | +31.1% | -13.8% | +44.9% | +36.5% |
| 1Y | +27.7% | -18.3% | +46.0% | +36.4% |
| 3Y | +71.2% | -7.2% | +78.4% | +66.4% |
| 5Y | +177.6% | +7.3% | +170.3% | +137.1% |
| All | +120.2% | +204.8% | -84.6% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling