+122.0%
BKR vs DOC
-20.0%
+141.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | -9.1% | +4.3% | -13.4% | -10.2% |
| 30D | -15.3% | +9.2% | -24.5% | -17.5% |
| 3M | -25.1% | -0.8% | -24.3% | -25.1% |
| 6M | -24.6% | +7.1% | -31.7% | -26.6% |
| YTD | +6.5% | +34.0% | -27.4% | -4.9% |
| 1Y | -0.6% | +23.2% | -23.8% | -8.4% |
| 3Y | +48.0% | +53.6% | -5.6% | +22.7% |
| 5Y | +122.0% | -20.4% | +142.4% | +137.2% |
| All | +122.0% | -20.0% | +141.9% | +137.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling