+28.4%
BKR vs DRI
+1.2%
+27.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.7% |
| 7D | -6.7% | -4.8% | -1.8% | -6.8% |
| 30D | -8.3% | -5.2% | -3.2% | -8.5% |
| 3M | -5.4% | +2.7% | -8.1% | -5.2% |
| 6M | +0.8% | +3.6% | -2.8% | +1.3% |
| YTD | +31.8% | +15.4% | +16.4% | +32.5% |
| All | +28.4% | +1.2% | +27.2% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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