+9.7%
BKR vs DHI
+9.6%
0.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +8.1% | -13.6% | -5.7% |
| 7D | -8.8% | +9.8% | -18.5% | -9.0% |
| 30D | -13.1% | +17.8% | -30.9% | -13.7% |
| 3M | -18.9% | +4.7% | -23.6% | -18.8% |
| 6M | -27.2% | +10.0% | -37.3% | -28.2% |
| YTD | +10.7% | +10.0% | +0.7% | +7.6% |
| 1Y | +9.7% | +9.1% | +0.5% | +7.7% |
| All | +9.7% | +9.6% | 0.0% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling