+521.9%
BKR vs EFX
+6,077.1%
-5,555.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.6% | -6.7% |
| 7D | -6.7% | -11.1% | +4.5% | -3.3% |
| 30D | -8.3% | -7.4% | -1.0% | -6.5% |
| 3M | -5.4% | +1.5% | -6.9% | -7.1% |
| 6M | +0.8% | -13.7% | +14.5% | +3.3% |
| YTD | +31.8% | -21.9% | +53.7% | +38.3% |
| 1Y | +28.6% | -30.8% | +59.4% | +39.6% |
| 3Y | +71.2% | -12.4% | +83.6% | +67.3% |
| 5Y | +179.2% | -35.9% | +215.2% | +193.8% |
| 10Y | +124.0% | +41.0% | +83.0% | +75.6% |
| All | +521.9% | +6,077.1% | -5,555.2% | +112.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling