+9.7%
BKR vs COMP
+23.8%
-14.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +7.7% | -13.3% | -5.6% |
| 7D | -8.8% | +9.5% | -18.3% | -8.8% |
| 30D | -13.1% | +8.1% | -21.2% | -13.1% |
| 3M | -18.9% | -16.3% | -2.6% | -18.6% |
| 6M | -27.2% | +42.2% | -69.4% | -28.6% |
| YTD | +10.7% | -5.0% | +15.7% | +11.0% |
| 1Y | +9.7% | +20.1% | -10.4% | +6.5% |
| All | +9.7% | +23.8% | -14.1% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 1y: compounded portfolio wealth divided by compounded COMP 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…
1y analysis · Full analysis span regression · 6 months rolling