+171.6%
BKR vs EWT
+149.5%
+22.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.4% |
| 7D | -7.0% | -1.1% | -5.9% | -6.5% |
| 30D | -8.1% | +4.5% | -12.6% | -10.0% |
| 3M | -6.6% | +8.3% | -14.9% | -11.0% |
| 6M | +0.9% | +54.2% | -53.4% | -21.1% |
| YTD | +31.1% | +74.6% | -43.5% | -4.4% |
| 1Y | +27.7% | +84.9% | -57.2% | -9.9% |
| 3Y | +71.2% | +197.5% | -126.3% | -11.6% |
| All | +171.6% | +149.5% | +22.1% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling