+171.6%
BKR vs BIL
+19.5%
+152.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.4% |
| 7D | -7.0% | +0.1% | -7.0% | -6.7% |
| 30D | -8.1% | +0.3% | -8.4% | -6.4% |
| 3M | -6.6% | +0.9% | -7.5% | -1.3% |
| 6M | +0.9% | +1.8% | -1.0% | +11.3% |
| YTD | +31.1% | +2.5% | +28.6% | +48.5% |
| 1Y | +27.7% | +3.7% | +24.0% | +50.9% |
| 3Y | +71.2% | +14.1% | +57.1% | +177.4% |
| All | +171.6% | +19.5% | +152.1% | +533.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling