+120.2%
BKR vs AVAV
+519.3%
-399.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.5% |
| 7D | -7.0% | +1.4% | -8.4% | -7.3% |
| 30D | -8.1% | -24.3% | +16.2% | -3.8% |
| 3M | -6.6% | -20.1% | +13.5% | -4.4% |
| 6M | +0.9% | -29.4% | +30.2% | +4.5% |
| YTD | +31.1% | -39.3% | +70.4% | +36.9% |
| 1Y | +27.7% | -39.3% | +67.0% | +31.5% |
| 3Y | +71.2% | +29.5% | +41.8% | +41.6% |
| 5Y | +177.6% | +56.3% | +121.3% | +109.2% |
| All | +120.2% | +519.3% | -399.1% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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