+733.1%
BKR vs EME
+60,670.1%
-59,937.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.9% | -6.4% |
| 7D | -6.7% | +0.9% | -7.6% | -7.0% |
| 30D | -8.3% | -8.4% | 0.0% | -5.6% |
| 3M | -5.4% | -3.6% | -1.8% | -5.5% |
| 6M | +0.8% | +3.6% | -2.7% | -2.4% |
| YTD | +31.8% | +22.5% | +9.3% | +19.2% |
| 1Y | +28.6% | +18.2% | +10.4% | +15.9% |
| 3Y | +71.2% | +238.4% | -167.1% | +0.5% |
| 5Y | +179.2% | +550.5% | -371.3% | +26.0% |
| 10Y | +124.0% | +1,295.3% | -1,171.3% | -23.8% |
| All | +733.1% | +60,670.1% | -59,937.0% | +87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling