+171.6%
BKR vs DHI
+61.2%
+110.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.8% |
| 7D | -7.0% | -3.4% | -3.6% | -6.6% |
| 30D | -8.1% | -5.4% | -2.7% | -7.5% |
| 3M | -6.6% | -10.4% | +3.8% | -5.6% |
| 6M | +0.9% | -2.8% | +3.6% | +0.5% |
| YTD | +31.1% | -3.4% | +34.5% | +30.6% |
| 1Y | +27.7% | -22.9% | +50.6% | +31.1% |
| 3Y | +71.2% | +20.7% | +50.5% | +60.5% |
| All | +171.6% | +61.2% | +110.4% | +137.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling