+117.3%
BKR vs BBY
+259.9%
-142.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.4% | -8.3% | -5.3% |
| 7D | -10.6% | +5.1% | -15.6% | -12.1% |
| 30D | -12.4% | +9.7% | -22.1% | -15.2% |
| 3M | -9.7% | +22.4% | -32.1% | -16.0% |
| 6M | +5.4% | +55.9% | -50.5% | -10.4% |
| YTD | +26.0% | +45.8% | -19.7% | +9.1% |
| 1Y | +24.0% | +32.0% | -7.9% | +10.6% |
| 3Y | +64.9% | +49.8% | +15.1% | +34.4% |
| 5Y | +161.7% | +7.6% | +154.1% | +128.0% |
| 10Y | +117.3% | +258.4% | -141.1% | +43.0% |
| All | +117.3% | +259.9% | -142.6% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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