+171.6%
BKR vs EXC
+43.4%
+128.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.5% |
| 7D | -7.0% | -1.1% | -5.9% | -6.8% |
| 30D | -8.1% | -3.6% | -4.5% | -7.4% |
| 3M | -6.6% | -4.3% | -2.4% | -6.0% |
| 6M | +0.9% | -9.9% | +10.8% | +2.7% |
| YTD | +31.1% | +1.8% | +29.3% | +29.5% |
| 1Y | +27.7% | +2.9% | +24.8% | +25.4% |
| 3Y | +71.2% | +19.1% | +52.1% | +58.8% |
| All | +171.6% | +43.4% | +128.2% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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