+71.2%
BKR vs BB
+64.9%
+6.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | -7.0% | -0.4% | -6.6% | -6.9% |
| 30D | -8.1% | -12.5% | +4.4% | -7.1% |
| 3M | -6.6% | -17.4% | +10.8% | -5.6% |
| 6M | +0.9% | +119.1% | -118.3% | -7.7% |
| YTD | +31.1% | +102.4% | -71.3% | +20.9% |
| 1Y | +27.7% | +98.2% | -70.5% | +17.7% |
| 3Y | +71.2% | +46.9% | +24.3% | +46.2% |
| All | +71.2% | +64.9% | +6.3% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 2023-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded BB 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling