+173.2%
BKR vs BN
+32.6%
+140.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.4% | -6.2% |
| 7D | -6.7% | -5.9% | -0.8% | -4.4% |
| 30D | -8.3% | -15.1% | +6.7% | -2.2% |
| 3M | -5.4% | -14.6% | +9.2% | +0.6% |
| 6M | +0.8% | -8.4% | +9.2% | +3.3% |
| YTD | +31.8% | -16.8% | +48.7% | +40.0% |
| 1Y | +28.6% | -14.4% | +42.9% | +34.3% |
| 3Y | +71.2% | +70.1% | +1.1% | +32.9% |
| All | +173.2% | +32.6% | +140.6% | +119.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling