+209.6%
BKR vs COMP
-50.5%
+260.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.8% | -4.3% | -0.8% |
| 7D | -7.0% | -5.5% | -1.5% | -6.6% |
| 30D | -8.1% | -17.4% | +9.3% | -6.9% |
| 3M | -6.6% | +24.4% | -31.0% | -8.6% |
| 6M | +0.9% | +21.8% | -20.9% | -1.7% |
| YTD | +31.1% | -0.6% | +31.7% | +29.4% |
| 1Y | +27.7% | +11.5% | +16.3% | +24.5% |
| 3Y | +71.2% | +220.4% | -149.2% | +47.5% |
| 5Y | +177.6% | -26.6% | +204.2% | +147.9% |
| All | +209.6% | -50.5% | +260.2% | +174.8% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling