+171.6%
BKR vs EFX
-36.2%
+207.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.7% |
| 7D | -7.0% | -4.5% | -2.4% | -6.3% |
| 30D | -8.1% | -6.1% | -2.0% | -7.3% |
| 3M | -6.6% | +6.2% | -12.8% | -8.5% |
| 6M | +0.9% | -11.2% | +12.1% | +2.1% |
| YTD | +31.1% | -21.4% | +52.5% | +35.9% |
| 1Y | +27.7% | -34.3% | +62.0% | +38.2% |
| 3Y | +71.2% | -12.5% | +83.7% | +68.4% |
| All | +171.6% | -36.2% | +207.8% | +190.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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