+227.8%
BKR vs DOCN
+171.0%
+56.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.4% |
| 7D | +1.7% | +1.1% | +0.6% | +1.6% |
| 30D | +3.3% | -9.6% | +13.0% | +4.0% |
| 3M | -3.6% | -37.7% | +34.1% | -0.4% |
| 6M | +5.0% | +115.2% | -110.2% | -3.5% |
| YTD | +40.9% | +133.7% | -92.8% | +28.1% |
| 1Y | +39.2% | +250.2% | -210.9% | +21.7% |
| 3Y | +83.7% | +320.3% | -236.5% | +56.2% |
| 5Y | +207.5% | +53.1% | +154.4% | +165.6% |
| All | +227.8% | +171.0% | +56.8% | +188.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling