+120.2%
BKR vs BN
+265.2%
-145.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.8% |
| 7D | -7.0% | -5.2% | -1.8% | -4.1% |
| 30D | -8.1% | -14.5% | +6.4% | +0.5% |
| 3M | -6.6% | -15.0% | +8.4% | +2.3% |
| 6M | +0.9% | -5.4% | +6.3% | +2.5% |
| YTD | +31.1% | -16.4% | +47.5% | +42.3% |
| 1Y | +27.7% | -16.2% | +44.0% | +37.7% |
| 3Y | +71.2% | +67.5% | +3.7% | +14.3% |
| 5Y | +177.6% | +34.1% | +143.5% | +103.4% |
| All | +120.2% | +265.2% | -145.0% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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