+289.4%
BKR vs EFA
+382.5%
-93.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.8% | -5.8% |
| 7D | -6.7% | -2.4% | -4.3% | -4.2% |
| 30D | -8.3% | -2.2% | -6.1% | -6.1% |
| 3M | -5.4% | +5.7% | -11.1% | -11.2% |
| 6M | +0.8% | +8.2% | -7.4% | -8.2% |
| YTD | +31.8% | +11.8% | +20.1% | +15.8% |
| 1Y | +28.6% | +18.3% | +10.3% | +6.2% |
| 3Y | +71.2% | +64.9% | +6.3% | -1.8% |
| 5Y | +179.2% | +52.4% | +126.8% | +72.1% |
| 10Y | +124.0% | +142.4% | -18.4% | -10.7% |
| All | +289.4% | +382.5% | -93.1% | -18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling