+171.6%
BKR vs AU
+686.2%
-514.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | -7.0% | -4.3% | -2.7% | -6.4% |
| 30D | -8.1% | +7.3% | -15.4% | -9.2% |
| 3M | -6.6% | +26.3% | -32.9% | -10.1% |
| 6M | +0.9% | +1.8% | -0.9% | -0.6% |
| YTD | +31.1% | +26.8% | +4.3% | +24.5% |
| 1Y | +27.7% | +66.7% | -39.0% | +15.7% |
| 3Y | +71.2% | +579.1% | -507.8% | +17.5% |
| All | +171.6% | +686.2% | -514.6% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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