+173.2%
BKR vs DAR
-7.2%
+180.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.7% | -5.0% | -6.1% |
| 7D | -6.7% | +0.9% | -7.6% | -6.9% |
| 30D | -8.3% | +6.4% | -14.8% | -10.3% |
| 3M | -5.4% | +13.2% | -18.6% | -9.4% |
| 6M | +0.8% | +26.2% | -25.4% | -7.0% |
| YTD | +31.8% | +84.4% | -52.5% | +8.0% |
| 1Y | +28.6% | +112.0% | -83.5% | -0.1% |
| 3Y | +71.2% | +13.4% | +57.9% | +57.8% |
| All | +173.2% | -7.2% | +180.4% | +167.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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