+114.1%
BKR vs DOCS
-51.8%
+165.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.0% | +5.6% | +3.7% |
| 7D | -13.3% | -0.8% | -12.6% | -13.3% |
| 30D | -13.6% | +17.4% | -31.0% | -14.3% |
| 3M | -23.4% | +57.4% | -80.8% | -25.5% |
| 6M | -27.9% | +26.5% | -54.5% | -29.2% |
| YTD | +6.3% | -26.6% | +32.8% | +7.9% |
| 1Y | +2.3% | -48.1% | +50.4% | +6.4% |
| 3Y | +45.1% | +52.6% | -7.5% | +39.9% |
| All | +114.1% | -51.8% | +165.9% | +112.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling