+72.2%
BKR vs DOW
-34.9%
+107.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.8% | -7.5% | -6.9% |
| 7D | -6.7% | -2.4% | -4.3% | -6.1% |
| 30D | -8.3% | -4.1% | -4.3% | -7.4% |
| 3M | -5.4% | -12.4% | +7.0% | -2.1% |
| 6M | +0.8% | -10.6% | +11.4% | +2.2% |
| YTD | +31.8% | +31.1% | +0.8% | +16.5% |
| 1Y | +28.6% | +30.5% | -1.9% | +12.7% |
| All | +72.2% | -34.9% | +107.1% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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