+120.2%
BKR vs EIX
+19.9%
+100.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | -7.0% | -1.4% | -5.6% | -6.6% |
| 30D | -8.1% | -19.3% | +11.2% | -2.9% |
| 3M | -6.6% | -21.7% | +15.0% | -0.8% |
| 6M | +0.9% | -19.8% | +20.7% | +5.7% |
| YTD | +31.1% | -3.0% | +34.1% | +26.6% |
| 1Y | +27.7% | +5.1% | +22.6% | +18.8% |
| 3Y | +71.2% | -7.0% | +78.2% | +62.1% |
| 5Y | +177.6% | +22.0% | +155.6% | +126.4% |
| All | +120.2% | +19.9% | +100.3% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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