+173.2%
BKR vs AVAV
+56.4%
+116.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.5% | -11.1% | -7.2% |
| 7D | -6.7% | -0.1% | -6.6% | -6.7% |
| 30D | -8.3% | -25.0% | +16.6% | -5.1% |
| 3M | -5.4% | -15.0% | +9.6% | -4.5% |
| 6M | +0.8% | -33.6% | +34.4% | +4.5% |
| YTD | +31.8% | -39.2% | +71.0% | +36.2% |
| 1Y | +28.6% | -40.5% | +69.0% | +31.6% |
| 3Y | +71.2% | +29.6% | +41.6% | +46.9% |
| All | +173.2% | +56.4% | +116.8% | +124.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling