+72.2%
BKR vs EMB
+29.4%
+42.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.9% | -5.9% |
| 7D | -6.7% | -1.1% | -5.6% | -5.6% |
| 30D | -8.3% | -1.1% | -7.3% | -7.3% |
| 3M | -5.4% | -0.8% | -4.6% | -4.8% |
| 6M | +0.8% | -0.1% | +0.9% | +0.7% |
| YTD | +31.8% | +0.4% | +31.4% | +31.1% |
| 1Y | +28.6% | +3.3% | +25.3% | +24.2% |
| All | +72.2% | +29.4% | +42.8% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 3y: compounded portfolio wealth divided by compounded EMB 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…
3y analysis · Full analysis span regression · 6 months rolling