+521.9%
BKR vs DUK
+2,534.2%
-2,012.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.3% |
| 7D | -6.7% | -1.7% | -5.0% | -6.0% |
| 30D | -8.3% | -2.2% | -6.1% | -7.5% |
| 3M | -5.4% | -3.7% | -1.7% | -4.2% |
| 6M | +0.8% | -6.3% | +7.2% | +3.0% |
| YTD | +31.8% | +4.5% | +27.3% | +28.4% |
| 1Y | +28.6% | +1.8% | +26.8% | +26.2% |
| 3Y | +71.2% | +46.8% | +24.4% | +40.9% |
| 5Y | +179.2% | +40.2% | +139.0% | +132.1% |
| 10Y | +124.0% | +129.8% | -5.8% | +48.1% |
| All | +521.9% | +2,534.2% | -2,012.3% | +53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling