+52.6%
BKR vs DOCS
+39.4%
+13.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.2% |
| 7D | +3.8% | +2.6% | +1.2% | +3.7% |
| 30D | -10.3% | +11.4% | -21.7% | -10.7% |
| 3M | -21.7% | +25.4% | -47.1% | -22.4% |
| 6M | -23.8% | +42.5% | -66.3% | -25.2% |
| YTD | +10.3% | -24.7% | +35.0% | +13.2% |
| 1Y | +5.7% | -32.9% | +38.6% | +9.6% |
| 3Y | +52.6% | +39.6% | +13.0% | +53.2% |
| All | +52.6% | +39.4% | +13.3% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling