+5.7%
BKR vs DOC
+21.6%
-15.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | +3.8% | -0.9% | +4.7% | +3.7% |
| 30D | -10.3% | +7.7% | -18.0% | -9.8% |
| 3M | -21.7% | -2.0% | -19.7% | -21.5% |
| 6M | -23.8% | +5.9% | -29.6% | -23.8% |
| YTD | +10.3% | +31.8% | -21.6% | +7.3% |
| 1Y | +5.7% | +22.5% | -16.8% | +4.4% |
| All | +5.7% | +21.6% | -15.9% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling