+72.2%
BKR vs B
+190.9%
-118.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.5% | -4.1% | -6.3% |
| 7D | -6.7% | -5.0% | -1.6% | -5.9% |
| 30D | -8.3% | +8.7% | -17.1% | -9.8% |
| 3M | -5.4% | +17.3% | -22.7% | -8.6% |
| 6M | +0.8% | -5.0% | +5.9% | +1.0% |
| YTD | +31.8% | +1.4% | +30.4% | +30.0% |
| 1Y | +28.6% | +50.5% | -21.9% | +16.8% |
| All | +72.2% | +190.9% | -118.6% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling