+71.2%
BKR vs BR
-5.3%
+76.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -7.0% | -3.0% | -4.0% | -6.5% |
| 30D | -8.1% | -0.3% | -7.8% | -8.2% |
| 3M | -6.6% | +17.3% | -23.9% | -9.8% |
| 6M | +0.9% | -6.7% | +7.6% | +3.3% |
| YTD | +31.1% | -23.4% | +54.5% | +44.3% |
| 1Y | +27.7% | -32.7% | +60.4% | +48.8% |
| 3Y | +71.2% | -5.9% | +77.1% | +73.7% |
| All | +71.2% | -5.3% | +76.5% | +73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 3y: compounded portfolio wealth divided by compounded BR 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…
3y analysis · Full analysis span regression · 6 months rolling