+120.2%
BKR vs BB
+1.6%
+118.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.8% |
| 7D | -7.0% | -0.4% | -6.6% | -6.9% |
| 30D | -8.1% | -12.5% | +4.4% | -6.5% |
| 3M | -6.6% | -17.4% | +10.8% | -5.0% |
| 6M | +0.9% | +119.1% | -118.3% | -12.1% |
| YTD | +31.1% | +102.4% | -71.3% | +15.5% |
| 1Y | +27.7% | +98.2% | -70.5% | +12.2% |
| 3Y | +71.2% | +46.9% | +24.3% | +50.9% |
| 5Y | +177.6% | -26.4% | +204.0% | +162.8% |
| All | +120.2% | +1.6% | +118.6% | +43.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling