+121.4%
BKR vs B
+209.1%
-87.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.5% | -4.1% | -6.2% |
| 7D | -6.7% | -5.0% | -1.6% | -5.8% |
| 30D | -8.3% | +8.7% | -17.1% | -9.8% |
| 3M | -5.4% | +17.3% | -22.7% | -8.5% |
| 6M | +0.8% | -5.0% | +5.9% | +0.7% |
| YTD | +31.8% | +1.4% | +30.4% | +29.8% |
| 1Y | +28.6% | +50.5% | -21.9% | +17.3% |
| 3Y | +71.2% | +194.4% | -123.1% | +36.1% |
| 5Y | +179.2% | +156.7% | +22.6% | +124.9% |
| All | +121.4% | +209.1% | -87.7% | +71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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