+156.5%
BKR vs DOW
-17.0%
+173.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.5% |
| 7D | -7.0% | -1.4% | -5.6% | -6.3% |
| 30D | -8.1% | -3.9% | -4.2% | -6.4% |
| 3M | -6.6% | -12.7% | +6.1% | -0.6% |
| 6M | +0.9% | -13.7% | +14.5% | +5.3% |
| YTD | +31.1% | +28.4% | +2.7% | +7.6% |
| 1Y | +27.7% | +21.8% | +6.0% | +6.1% |
| 3Y | +71.2% | -35.7% | +106.9% | +101.3% |
| 5Y | +177.6% | -36.8% | +214.5% | +224.0% |
| All | +156.5% | -17.0% | +173.5% | +120.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling