+50.6%
BKR vs DOC
+15.7%
+34.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.3% |
| 7D | -13.3% | +6.5% | -19.8% | -15.7% |
| 30D | -13.6% | +9.2% | -22.8% | -17.1% |
| 3M | -23.4% | -2.5% | -20.9% | -23.1% |
| 6M | -27.9% | +7.1% | -35.0% | -30.9% |
| YTD | +6.3% | +33.0% | -26.7% | -9.2% |
| 1Y | +2.3% | +23.3% | -20.9% | -9.5% |
| 3Y | +45.1% | +44.9% | +0.2% | +15.4% |
| 5Y | +114.9% | -21.6% | +136.6% | +129.4% |
| All | +50.6% | +15.7% | +34.9% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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