+138.5%
BKR vs DOCS
-19.3%
+157.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.5% | +1.0% | +3.3% |
| 7D | -0.4% | -4.2% | +3.7% | -0.3% |
| 30D | -11.6% | +8.6% | -20.3% | -12.0% |
| 3M | -23.4% | +27.2% | -50.6% | -24.4% |
| 6M | -22.9% | +26.5% | -49.4% | -24.2% |
| YTD | +10.2% | -25.0% | +35.2% | +11.6% |
| 1Y | +2.5% | -37.0% | +39.5% | +5.0% |
| 3Y | +53.1% | +39.4% | +13.7% | +48.4% |
| 5Y | +127.1% | -56.7% | +183.8% | +125.9% |
| All | +138.5% | -19.3% | +157.8% | +138.1% |
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