+39.2%
BKR vs EQT
+7.9%
+31.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | 0.0% |
| 7D | +1.7% | +1.1% | +0.6% | +1.5% |
| 30D | +3.3% | +7.7% | -4.3% | +1.6% |
| 3M | -3.6% | +0.2% | -3.8% | -3.6% |
| 6M | +5.0% | -9.5% | +14.5% | +7.5% |
| YTD | +40.9% | +3.8% | +37.1% | +39.6% |
| 1Y | +39.2% | +7.8% | +31.5% | +36.6% |
| All | +39.2% | +7.9% | +31.4% | +36.6% |
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