+173.2%
BKR vs EIX
+22.6%
+150.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -6.4% |
| 7D | -6.7% | +0.8% | -7.5% | -6.8% |
| 30D | -8.3% | -18.8% | +10.5% | -5.5% |
| 3M | -5.4% | -19.7% | +14.3% | -2.6% |
| 6M | +0.8% | -18.2% | +19.0% | +2.9% |
| YTD | +31.8% | -1.7% | +33.6% | +27.2% |
| 1Y | +28.6% | +7.8% | +20.8% | +20.4% |
| 3Y | +71.2% | -5.6% | +76.9% | +61.9% |
| All | +173.2% | +22.6% | +150.6% | +146.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling