-0.7%
BKR vs DUK
+8.8%
-9.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.4% | -7.7% | -7.3% |
| 7D | -15.2% | +3.3% | -18.6% | -14.7% |
| 30D | -19.1% | +12.5% | -31.6% | -17.6% |
| 3M | -24.8% | +6.4% | -31.2% | -23.9% |
| 6M | -31.6% | +3.7% | -35.3% | -31.0% |
| YTD | +2.5% | +13.9% | -11.3% | -0.3% |
| 1Y | -0.7% | +8.8% | -9.5% | -4.6% |
| All | -0.7% | +8.8% | -9.5% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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