+9.7%
BKR vs EWT
+54.0%
-44.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.2% | -4.3% | -5.2% |
| 7D | -8.8% | -10.9% | +2.1% | -5.6% |
| 30D | -13.1% | -17.7% | +4.6% | -7.8% |
| 3M | -18.9% | -5.0% | -13.9% | -17.7% |
| 6M | -27.2% | +7.4% | -34.6% | -30.3% |
| YTD | +10.7% | +52.8% | -42.1% | -9.9% |
| 1Y | +9.7% | +55.2% | -45.5% | -10.7% |
| All | +9.7% | +54.0% | -44.3% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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