+120.2%
BKR vs ATI
+1,154.1%
-1,033.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -7.0% | -5.6% | -1.4% | -5.2% |
| 30D | -8.1% | -13.7% | +5.6% | -3.7% |
| 3M | -6.6% | -0.4% | -6.3% | -7.1% |
| 6M | +0.9% | +26.2% | -25.4% | -8.2% |
| YTD | +31.1% | +73.2% | -42.1% | +7.0% |
| 1Y | +27.7% | +161.6% | -133.9% | -9.9% |
| 3Y | +71.2% | +346.2% | -275.0% | -4.0% |
| 5Y | +177.6% | +1,047.6% | -870.0% | +7.6% |
| All | +120.2% | +1,154.1% | -1,033.9% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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