+171.6%
BKR vs AR
+135.2%
+36.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | 0.0% |
| 7D | -7.0% | -2.5% | -4.5% | -6.2% |
| 30D | -8.1% | +2.5% | -10.7% | -8.9% |
| 3M | -6.6% | +12.3% | -18.9% | -10.5% |
| 6M | +0.9% | -3.1% | +4.0% | +1.1% |
| YTD | +31.1% | +11.5% | +19.6% | +24.3% |
| 1Y | +27.7% | +17.0% | +10.7% | +18.4% |
| 3Y | +71.2% | +47.3% | +23.9% | +42.4% |
| All | +171.6% | +135.2% | +36.4% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 5y: compounded portfolio wealth divided by compounded AR 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…
5y analysis · Full analysis span regression · 6 months rolling