+9.7%
BKR vs EWJ
+18.0%
-8.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.4% | -6.9% | -6.1% |
| 7D | -8.8% | -1.2% | -7.6% | -8.3% |
| 30D | -13.1% | -5.5% | -7.6% | -11.0% |
| 3M | -18.9% | -0.8% | -18.1% | -18.8% |
| 6M | -27.2% | +7.1% | -34.3% | -29.7% |
| YTD | +10.7% | +16.9% | -6.2% | +0.8% |
| 1Y | +9.7% | +18.2% | -8.5% | -0.4% |
| All | +9.7% | +18.0% | -8.3% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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