+171.6%
BKR vs EWZ
+59.6%
+112.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | -7.0% | +0.9% | -7.9% | -7.4% |
| 30D | -8.1% | +12.8% | -20.9% | -13.1% |
| 3M | -6.6% | +10.8% | -17.4% | -11.1% |
| 6M | +0.9% | +2.5% | -1.7% | -0.9% |
| YTD | +31.1% | +21.4% | +9.7% | +18.9% |
| 1Y | +27.7% | +32.8% | -5.1% | +11.0% |
| 3Y | +71.2% | +45.2% | +26.0% | +40.4% |
| All | +171.6% | +59.6% | +112.0% | +110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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