+58.8%
BKR vs BIL
+30.4%
+28.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.5% | +0.1% | -1.6% | -1.2% |
| 30D | -0.7% | +0.3% | -1.0% | +0.8% |
| 3M | +0.5% | +0.9% | -0.4% | +5.2% |
| 6M | +6.6% | +1.8% | +4.8% | +16.7% |
| YTD | +41.3% | +2.5% | +38.8% | +59.7% |
| 1Y | +42.2% | +3.7% | +38.5% | +70.6% |
| 3Y | +83.4% | +14.1% | +69.4% | +258.8% |
| 5Y | +203.6% | +19.4% | +184.2% | +661.1% |
| 10Y | +139.9% | +25.2% | +114.7% | +677.9% |
| All | +58.8% | +30.4% | +28.5% | +353.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling