+521.9%
BKR vs EQT
+2,995.6%
-2,473.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.6% | -7.3% | -6.9% |
| 7D | -6.7% | -1.2% | -5.5% | -6.2% |
| 30D | -8.3% | +1.1% | -9.4% | -8.9% |
| 3M | -5.4% | +4.8% | -10.2% | -7.9% |
| 6M | +0.8% | -10.6% | +11.4% | +5.2% |
| YTD | +31.8% | +3.4% | +28.4% | +27.8% |
| 1Y | +28.6% | +8.7% | +19.9% | +21.0% |
| 3Y | +71.2% | +35.0% | +36.3% | +39.8% |
| 5Y | +179.2% | +204.2% | -25.0% | +39.2% |
| 10Y | +124.0% | +52.5% | +71.5% | +19.3% |
| All | +521.9% | +2,995.6% | -2,473.7% | -29.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling