+171.6%
BKR vs EFA
+52.4%
+119.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.4% |
| 7D | -7.0% | -1.5% | -5.5% | -5.8% |
| 30D | -8.1% | -1.7% | -6.5% | -6.9% |
| 3M | -6.6% | +3.5% | -10.1% | -9.4% |
| 6M | +0.9% | +9.5% | -8.6% | -6.8% |
| YTD | +31.1% | +12.9% | +18.2% | +17.9% |
| 1Y | +27.7% | +18.2% | +9.5% | +10.4% |
| 3Y | +71.2% | +64.8% | +6.4% | +12.6% |
| All | +171.6% | +52.4% | +119.2% | +91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling