+120.2%
BKR vs EME
+1,362.1%
-1,242.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.3% | -4.9% | -2.6% |
| 7D | -7.0% | +3.5% | -10.5% | -8.5% |
| 30D | -8.1% | -6.3% | -1.8% | -5.6% |
| 3M | -6.6% | -3.8% | -2.9% | -6.7% |
| 6M | +0.9% | +8.5% | -7.7% | -5.8% |
| YTD | +31.1% | +27.8% | +3.3% | +11.9% |
| 1Y | +27.7% | +22.2% | +5.5% | +8.3% |
| 3Y | +71.2% | +253.5% | -182.3% | -24.7% |
| 5Y | +177.6% | +578.6% | -401.0% | -20.6% |
| All | +120.2% | +1,362.1% | -1,242.0% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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