+120.2%
BKR vs DE
+863.9%
-743.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | -7.0% | -2.6% | -4.4% | -5.7% |
| 30D | -8.1% | +9.0% | -17.2% | -12.9% |
| 3M | -6.6% | +19.1% | -25.8% | -16.5% |
| 6M | +0.9% | +14.4% | -13.5% | -8.5% |
| YTD | +31.1% | +45.9% | -14.9% | +2.2% |
| 1Y | +27.7% | +43.6% | -15.9% | +0.1% |
| 3Y | +71.2% | +75.9% | -4.7% | +15.7% |
| 5Y | +177.6% | +98.8% | +78.9% | +66.2% |
| All | +120.2% | +863.9% | -743.7% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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