+521.9%
BKR vs EIX
+1,083.5%
-561.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -6.3% |
| 7D | -6.7% | +0.8% | -7.5% | -6.9% |
| 30D | -8.3% | -18.8% | +10.5% | -4.3% |
| 3M | -5.4% | -19.7% | +14.3% | -1.3% |
| 6M | +0.8% | -18.2% | +19.0% | +4.3% |
| YTD | +31.8% | -1.7% | +33.6% | +29.0% |
| 1Y | +28.6% | +7.8% | +20.8% | +22.1% |
| 3Y | +71.2% | -5.6% | +76.9% | +65.9% |
| 5Y | +179.2% | +23.7% | +155.6% | +147.5% |
| 10Y | +124.0% | +21.4% | +102.5% | +95.6% |
| All | +521.9% | +1,083.5% | -561.6% | +204.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling