+121.4%
BKR vs ARWR
+1,080.6%
-959.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.8% | -6.7% |
| 7D | -6.7% | -4.3% | -2.3% | -6.3% |
| 30D | -8.3% | -7.3% | -1.1% | -7.8% |
| 3M | -5.4% | +17.0% | -22.4% | -7.0% |
| 6M | +0.8% | +39.8% | -39.0% | -2.8% |
| YTD | +31.8% | +24.7% | +7.2% | +28.2% |
| 1Y | +28.6% | +186.5% | -157.9% | +15.0% |
| 3Y | +71.2% | +176.8% | -105.6% | +47.1% |
| 5Y | +179.2% | +29.3% | +149.9% | +148.4% |
| All | +121.4% | +1,080.6% | -959.2% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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