+134.9%
BKR vs AS
+120.4%
+14.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.6% | -3.8% | -0.6% |
| 7D | +1.7% | -4.9% | +6.6% | +2.3% |
| 30D | +3.3% | -19.6% | +22.9% | +5.9% |
| 3M | -3.6% | -14.4% | +10.8% | -2.2% |
| 6M | +5.0% | -20.1% | +25.2% | +7.2% |
| YTD | +40.9% | -20.9% | +61.9% | +43.6% |
| 1Y | +39.2% | -21.9% | +61.1% | +41.8% |
| All | +134.9% | +120.4% | +14.5% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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