+71.2%
BKR vs DUK
+47.2%
+24.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -7.0% | -0.7% | -6.3% | -7.0% |
| 30D | -8.1% | -2.4% | -5.7% | -8.1% |
| 3M | -6.6% | -3.0% | -3.6% | -6.7% |
| 6M | +0.9% | -6.6% | +7.4% | +0.9% |
| YTD | +31.1% | +4.6% | +26.5% | +30.0% |
| 1Y | +27.7% | +1.2% | +26.5% | +26.6% |
| 3Y | +71.2% | +45.7% | +25.6% | +57.2% |
| All | +71.2% | +47.2% | +24.1% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling