+171.6%
BKR vs DE
+97.2%
+74.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | -7.0% | -2.6% | -4.4% | -6.0% |
| 30D | -8.1% | +9.0% | -17.2% | -11.7% |
| 3M | -6.6% | +19.1% | -25.8% | -14.3% |
| 6M | +0.9% | +14.4% | -13.5% | -6.3% |
| YTD | +31.1% | +45.9% | -14.9% | +7.6% |
| 1Y | +27.7% | +43.6% | -15.9% | +5.3% |
| 3Y | +71.2% | +75.9% | -4.7% | +25.7% |
| All | +171.6% | +97.2% | +74.4% | +83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling