+120.2%
BKR vs ENB
+92.6%
+27.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | +0.2% |
| 7D | -7.0% | -4.7% | -2.3% | -3.3% |
| 30D | -8.1% | -5.9% | -2.2% | -3.6% |
| 3M | -6.6% | -14.2% | +7.6% | +5.2% |
| 6M | +0.9% | -8.6% | +9.4% | +7.7% |
| YTD | +31.1% | +3.9% | +27.2% | +25.5% |
| 1Y | +27.7% | +1.8% | +25.9% | +24.0% |
| 3Y | +71.2% | +68.5% | +2.7% | +6.7% |
| 5Y | +177.6% | +62.4% | +115.2% | +80.1% |
| All | +120.2% | +92.6% | +27.6% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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