+7.2%
BKR vs EQH
+19.6%
-12.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.6% | -7.1% | -5.6% |
| 7D | -8.8% | +2.8% | -11.6% | -8.9% |
| 30D | -13.1% | +3.9% | -17.0% | -13.3% |
| 3M | -18.9% | +16.3% | -35.2% | -19.6% |
| 6M | -27.2% | +37.1% | -64.3% | -28.4% |
| YTD | +10.7% | +20.2% | -9.5% | +12.1% |
| All | +7.2% | +19.6% | -12.4% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling