+209.4%
BKR vs DOC
-24.5%
+233.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.3% |
| 7D | +1.7% | -1.5% | +3.2% | +2.2% |
| 30D | +3.3% | -4.8% | +8.1% | +4.7% |
| 3M | -3.6% | +6.9% | -10.5% | -6.0% |
| 6M | +5.0% | +20.7% | -15.7% | -1.9% |
| YTD | +40.9% | +34.1% | +6.8% | +26.3% |
| 1Y | +39.2% | +22.6% | +16.6% | +28.4% |
| 3Y | +83.7% | +20.8% | +62.9% | +69.4% |
| All | +209.4% | -24.5% | +233.9% | +228.8% |
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