+120.2%
BKR vs ED
+108.5%
+11.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -7.0% | -0.8% | -6.2% | -6.8% |
| 30D | -8.1% | -0.4% | -7.7% | -8.0% |
| 3M | -6.6% | +0.5% | -7.1% | -6.9% |
| 6M | +0.9% | -3.1% | +4.0% | +1.2% |
| YTD | +31.1% | +9.8% | +21.3% | +27.5% |
| 1Y | +27.7% | +12.6% | +15.1% | +23.2% |
| 3Y | +71.2% | +31.4% | +39.8% | +55.5% |
| 5Y | +177.6% | +69.4% | +108.2% | +132.6% |
| All | +120.2% | +108.5% | +11.6% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling