+120.2%
BKR vs AZO
+296.8%
-176.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -7.0% | -3.6% | -3.4% | -6.0% |
| 30D | -8.1% | -5.6% | -2.6% | -6.6% |
| 3M | -6.6% | -6.6% | 0.0% | -5.1% |
| 6M | +0.9% | -22.5% | +23.4% | +7.9% |
| YTD | +31.1% | -15.2% | +46.3% | +36.0% |
| 1Y | +27.7% | -33.9% | +61.6% | +42.9% |
| 3Y | +71.2% | +11.8% | +59.4% | +58.1% |
| 5Y | +177.6% | +85.5% | +92.1% | +106.5% |
| All | +120.2% | +296.8% | -176.7% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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