+9.7%
BKR vs EQT
-3.4%
+13.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.2% | -2.3% | -4.6% |
| 7D | -8.8% | -6.6% | -2.2% | -7.0% |
| 30D | -13.1% | +2.7% | -15.8% | -13.5% |
| 3M | -18.9% | -0.2% | -18.8% | -18.9% |
| 6M | -27.2% | -10.6% | -16.7% | -25.2% |
| YTD | +10.7% | -1.2% | +11.8% | +11.2% |
| 1Y | +9.7% | -4.9% | +14.5% | +12.3% |
| All | +9.7% | -3.4% | +13.1% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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