+93.4%
BKR vs AVAV
+495.1%
-401.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.2% | +0.1% |
| 7D | +0.4% | +3.2% | -2.8% | -0.2% |
| 30D | +3.9% | -20.3% | +24.2% | +8.6% |
| 3M | -1.1% | -19.4% | +18.4% | +1.4% |
| 6M | +7.6% | -35.3% | +42.9% | +14.2% |
| YTD | +41.9% | -38.5% | +80.4% | +48.7% |
| 1Y | +42.2% | -37.2% | +79.4% | +46.2% |
| 3Y | +84.3% | +31.1% | +53.2% | +50.8% |
| 5Y | +215.7% | +41.0% | +174.7% | +139.1% |
| 10Y | +130.9% | +508.8% | -377.9% | +11.6% |
| All | +93.4% | +495.1% | -401.7% | -16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling