+115.4%
BKR vs BIDU
+1,284.8%
-1,169.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | -7.0% | -8.1% | +1.1% | -5.4% |
| 30D | -8.1% | -12.8% | +4.7% | -5.8% |
| 3M | -6.6% | -21.3% | +14.7% | -2.5% |
| 6M | +0.9% | -27.0% | +27.8% | +6.2% |
| YTD | +31.1% | -30.0% | +61.1% | +38.4% |
| 1Y | +27.7% | -18.3% | +46.0% | +29.0% |
| 3Y | +71.2% | -33.8% | +105.1% | +75.2% |
| 5Y | +177.6% | -44.3% | +221.9% | +172.8% |
| 10Y | +122.7% | -49.8% | +172.5% | +105.2% |
| All | +115.4% | +1,284.8% | -1,169.4% | +6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling