+521.9%
BKR vs BEN
+4,758.9%
-4,237.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.3% | -6.1% |
| 7D | -6.7% | +0.3% | -7.0% | -6.8% |
| 30D | -8.3% | +0.9% | -9.2% | -8.8% |
| 3M | -5.4% | +9.2% | -14.6% | -8.9% |
| 6M | +0.8% | +36.8% | -36.0% | -11.6% |
| YTD | +31.8% | +44.4% | -12.5% | +12.9% |
| 1Y | +28.6% | +45.8% | -17.3% | +9.3% |
| 3Y | +71.2% | +52.5% | +18.7% | +39.3% |
| 5Y | +179.2% | +37.7% | +141.5% | +129.5% |
| 10Y | +124.0% | +55.4% | +68.5% | +70.0% |
| All | +521.9% | +4,758.9% | -4,237.0% | +151.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling