+86.3%
BKR vs BR
+1,282.8%
-1,196.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.7% | -6.7% |
| 7D | -6.7% | -6.0% | -0.7% | -3.5% |
| 30D | -8.3% | -0.9% | -7.5% | -8.2% |
| 3M | -5.4% | +16.4% | -21.8% | -14.2% |
| 6M | +0.8% | -8.2% | +9.0% | +3.4% |
| YTD | +31.8% | -23.2% | +55.1% | +48.4% |
| 1Y | +28.6% | -30.9% | +59.5% | +53.5% |
| 3Y | +71.2% | -5.0% | +76.2% | +66.4% |
| 5Y | +179.2% | +8.8% | +170.5% | +140.8% |
| 10Y | +124.0% | +190.1% | -66.1% | -0.4% |
| All | +86.3% | +1,282.8% | -1,196.6% | -73.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling