+179.2%
BKR vs D
+3.9%
+175.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.6% | -6.6% |
| 7D | -6.7% | -1.6% | -5.0% | -6.4% |
| 30D | -8.3% | -3.5% | -4.8% | -7.7% |
| 3M | -5.4% | -1.6% | -3.8% | -5.2% |
| 6M | +0.8% | +5.8% | -5.0% | -0.8% |
| YTD | +31.8% | +14.5% | +17.4% | +27.5% |
| 1Y | +28.6% | +14.2% | +14.4% | +24.1% |
| 3Y | +71.2% | +59.0% | +12.2% | +50.3% |
| 5Y | +179.2% | +5.4% | +173.8% | +184.0% |
| All | +179.2% | +3.9% | +175.3% | +184.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling