+42.2%
BKR vs DOCS
-65.1%
+107.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.3% | +8.0% | +0.4% |
| 7D | +0.4% | -7.3% | +7.7% | +0.2% |
| 30D | +3.9% | -10.9% | +14.7% | +3.5% |
| 3M | -1.1% | +20.3% | -21.4% | -0.7% |
| 6M | +7.6% | -3.6% | +11.3% | +8.6% |
| YTD | +41.9% | -44.9% | +86.7% | +51.0% |
| 1Y | +42.2% | -64.9% | +107.1% | +65.2% |
| All | +42.2% | -65.1% | +107.4% | +65.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling