+120.2%
BKR vs EFA
+146.6%
-26.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.7% |
| 7D | -7.0% | -1.5% | -5.5% | -5.3% |
| 30D | -8.1% | -1.7% | -6.5% | -6.4% |
| 3M | -6.6% | +3.5% | -10.1% | -10.6% |
| 6M | +0.9% | +9.5% | -8.6% | -10.3% |
| YTD | +31.1% | +12.9% | +18.2% | +12.3% |
| 1Y | +27.7% | +18.2% | +9.5% | +3.3% |
| 3Y | +71.2% | +64.8% | +6.4% | -8.8% |
| 5Y | +177.6% | +53.9% | +123.7% | +60.4% |
| All | +120.2% | +146.6% | -26.4% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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