+120.2%
BKR vs BLK
+283.5%
-163.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.5% |
| 7D | -7.0% | -3.3% | -3.7% | -5.2% |
| 30D | -8.1% | -6.5% | -1.6% | -4.7% |
| 3M | -6.6% | +6.7% | -13.4% | -11.0% |
| 6M | +0.9% | +14.7% | -13.9% | -8.4% |
| YTD | +31.1% | +2.5% | +28.6% | +26.5% |
| 1Y | +27.7% | -2.8% | +30.5% | +26.8% |
| 3Y | +71.2% | +65.9% | +5.4% | +20.7% |
| 5Y | +177.6% | +33.0% | +144.7% | +118.9% |
| All | +120.2% | +283.5% | -163.3% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 10y: compounded portfolio wealth divided by compounded BLK 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…
10y analysis · Full analysis span regression · 6 months rolling