+120.2%
BKR vs ET
+177.0%
-56.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.1% |
| 7D | -7.0% | +0.2% | -7.2% | -7.1% |
| 30D | -8.1% | +2.9% | -11.0% | -9.7% |
| 3M | -6.6% | +16.8% | -23.4% | -14.9% |
| 6M | +0.9% | +18.9% | -18.0% | -9.1% |
| YTD | +31.1% | +37.7% | -6.6% | +8.4% |
| 1Y | +27.7% | +32.4% | -4.7% | +8.0% |
| 3Y | +71.2% | +99.5% | -28.3% | +14.8% |
| 5Y | +177.6% | +244.0% | -66.3% | +37.9% |
| All | +120.2% | +177.0% | -56.8% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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