+71.2%
BKR vs EWJ
+73.0%
-1.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.9% |
| 7D | -7.0% | +0.3% | -7.3% | -7.2% |
| 30D | -8.1% | +0.8% | -8.9% | -8.6% |
| 3M | -6.6% | +7.5% | -14.1% | -11.3% |
| 6M | +0.9% | +15.6% | -14.7% | -8.8% |
| YTD | +31.1% | +22.7% | +8.4% | +13.3% |
| 1Y | +27.7% | +26.4% | +1.3% | +8.1% |
| 3Y | +71.2% | +72.5% | -1.3% | +22.5% |
| All | +71.2% | +73.0% | -1.8% | +22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling