+120.2%
BKR vs DHI
+414.5%
-294.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.0% |
| 7D | -7.0% | -3.4% | -3.6% | -6.1% |
| 30D | -8.1% | -5.4% | -2.7% | -6.8% |
| 3M | -6.6% | -10.4% | +3.8% | -4.4% |
| 6M | +0.9% | -2.8% | +3.6% | +0.3% |
| YTD | +31.1% | -3.4% | +34.5% | +30.2% |
| 1Y | +27.7% | -22.9% | +50.6% | +34.7% |
| 3Y | +71.2% | +20.7% | +50.5% | +50.5% |
| 5Y | +177.6% | +62.1% | +115.5% | +111.6% |
| All | +120.2% | +414.5% | -294.4% | +10.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling