+120.2%
BKR vs BBWI
-55.0%
+175.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.4% | -7.0% | -1.9% |
| 7D | -7.0% | -4.8% | -2.2% | -6.2% |
| 30D | -8.1% | +3.5% | -11.6% | -9.1% |
| 3M | -6.6% | -0.3% | -6.3% | -7.6% |
| 6M | +0.9% | -5.4% | +6.2% | -0.4% |
| YTD | +31.1% | -4.7% | +35.8% | +28.4% |
| 1Y | +27.7% | -30.5% | +58.2% | +32.3% |
| 3Y | +71.2% | -44.3% | +115.5% | +78.5% |
| 5Y | +177.6% | -66.9% | +244.5% | +211.4% |
| All | +120.2% | -55.0% | +175.1% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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