+121.4%
BKR vs D
+38.3%
+83.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.6% | -6.6% |
| 7D | -6.7% | -1.6% | -5.0% | -6.2% |
| 30D | -8.3% | -3.5% | -4.8% | -7.3% |
| 3M | -5.4% | -1.6% | -3.8% | -5.1% |
| 6M | +0.8% | +5.8% | -5.0% | -1.5% |
| YTD | +31.8% | +14.5% | +17.4% | +25.3% |
| 1Y | +28.6% | +14.2% | +14.4% | +21.9% |
| 3Y | +71.2% | +59.0% | +12.2% | +41.4% |
| 5Y | +179.2% | +5.4% | +173.8% | +168.6% |
| All | +121.4% | +38.3% | +83.2% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling