+566.3%
BKR vs BN
+14,569.6%
-14,003.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.5% |
| 7D | -1.5% | -3.0% | +1.5% | -0.2% |
| 30D | -0.7% | -13.0% | +12.3% | +5.8% |
| 3M | +0.5% | -15.2% | +15.7% | +8.2% |
| 6M | +6.6% | -5.9% | +12.6% | +8.5% |
| YTD | +41.3% | -15.8% | +57.0% | +50.5% |
| 1Y | +42.2% | -12.2% | +54.4% | +48.0% |
| 3Y | +83.4% | +72.2% | +11.2% | +35.7% |
| 5Y | +203.6% | +33.2% | +170.4% | +145.6% |
| 10Y | +139.9% | +264.7% | -124.7% | +24.9% |
| All | +566.3% | +14,569.6% | -14,003.4% | +57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling