+521.9%
BKR vs AON
+4,880.3%
-4,358.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.7% | -7.0% |
| 7D | -6.7% | -5.9% | -0.8% | -4.9% |
| 30D | -8.3% | -13.7% | +5.3% | -4.2% |
| 3M | -5.4% | -8.3% | +2.9% | -3.5% |
| 6M | +0.8% | -3.6% | +4.4% | +0.6% |
| YTD | +31.8% | -12.4% | +44.2% | +35.1% |
| 1Y | +28.6% | -14.6% | +43.2% | +32.5% |
| 3Y | +71.2% | -5.7% | +76.9% | +68.9% |
| 5Y | +179.2% | +9.1% | +170.1% | +158.6% |
| 10Y | +124.0% | +208.7% | -84.8% | +50.7% |
| All | +521.9% | +4,880.3% | -4,358.4% | +154.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling