+9.7%
BKR vs BIL
+3.0%
+6.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | -8.8% | -0.3% | -8.5% | -7.5% |
| 30D | -13.1% | 0.0% | -13.1% | -10.2% |
| 3M | -18.9% | +0.3% | -19.2% | -5.0% |
| 6M | -27.2% | +1.2% | -28.4% | +7.0% |
| YTD | +10.7% | +2.4% | +8.3% | +84.2% |
| 1Y | +9.7% | +3.0% | +6.6% | +60.7% |
| All | +9.7% | +3.0% | +6.6% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 1y: compounded portfolio wealth divided by compounded BIL 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…
1y analysis · Full analysis span regression · 6 months rolling