+179.2%
BKR vs CAPR
+66.0%
+113.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.9% | -2.7% | -6.6% |
| 7D | -6.7% | -10.6% | +3.9% | -6.5% |
| 30D | -8.3% | +111.2% | -119.5% | -9.3% |
| 3M | -5.4% | -67.2% | +61.8% | -5.0% |
| 6M | +0.8% | -75.1% | +76.0% | +1.6% |
| YTD | +31.8% | -71.2% | +103.1% | +32.5% |
| 1Y | +28.6% | +31.1% | -2.5% | +22.8% |
| 3Y | +71.2% | +31.3% | +39.9% | +51.8% |
| 5Y | +179.2% | +69.4% | +109.8% | +126.5% |
| All | +179.2% | +66.0% | +113.2% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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