+171.6%
BKR vs BIDU
-44.1%
+215.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -7.0% | -8.1% | +1.1% | -6.3% |
| 30D | -8.1% | -12.8% | +4.7% | -7.0% |
| 3M | -6.6% | -21.3% | +14.7% | -4.7% |
| 6M | +0.9% | -27.0% | +27.8% | +3.4% |
| YTD | +31.1% | -30.0% | +61.1% | +34.6% |
| 1Y | +27.7% | -18.3% | +46.0% | +28.4% |
| 3Y | +71.2% | -33.8% | +105.1% | +72.7% |
| All | +171.6% | -44.1% | +215.7% | +172.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling