+27.7%
BKR vs ED
+13.4%
+14.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.7% |
| 7D | -7.0% | -0.8% | -6.2% | -7.2% |
| 30D | -8.1% | -0.4% | -7.7% | -8.2% |
| 3M | -6.6% | +0.5% | -7.1% | -6.5% |
| 6M | +0.9% | -3.1% | +4.0% | +0.1% |
| YTD | +31.1% | +9.8% | +21.3% | +33.7% |
| 1Y | +27.7% | +12.6% | +15.1% | +30.1% |
| All | +27.7% | +13.4% | +14.3% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling