+215.7%
BKR vs DOCN
+82.7%
+133.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +12.6% | -12.0% | -0.4% |
| 7D | +0.4% | +16.3% | -15.9% | -1.0% |
| 30D | +3.9% | +2.0% | +1.8% | +3.4% |
| 3M | -1.1% | -25.2% | +24.1% | +0.7% |
| 6M | +7.6% | +132.7% | -125.0% | -2.5% |
| YTD | +41.9% | +163.3% | -121.4% | +26.6% |
| 1Y | +42.2% | +280.3% | -238.1% | +22.1% |
| 3Y | +84.3% | +371.8% | -287.6% | +52.9% |
| 5Y | +215.7% | +87.1% | +128.6% | +159.8% |
| All | +215.7% | +82.7% | +133.0% | +159.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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