+207.0%
BKR vs DOCS
-40.7%
+247.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.3% | +8.0% | +1.0% |
| 7D | +0.4% | -7.3% | +7.7% | +0.7% |
| 30D | +3.9% | -10.9% | +14.7% | +4.3% |
| 3M | -1.1% | +20.3% | -21.4% | -2.5% |
| 6M | +7.6% | -3.6% | +11.3% | +7.1% |
| YTD | +41.9% | -44.9% | +86.7% | +45.9% |
| 1Y | +42.2% | -64.9% | +107.1% | +50.4% |
| 3Y | +84.3% | +7.6% | +76.6% | +80.7% |
| 5Y | +215.7% | -74.0% | +289.6% | +220.5% |
| All | +207.0% | -40.7% | +247.7% | +211.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling