+9.7%
BKR vs EXPE
+48.9%
-39.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +10.5% | -16.1% | -4.6% |
| 7D | -8.8% | +14.6% | -23.4% | -7.6% |
| 30D | -13.1% | +21.4% | -34.5% | -11.8% |
| 3M | -18.9% | +1.4% | -20.3% | -18.3% |
| 6M | -27.2% | +28.6% | -55.8% | -25.9% |
| YTD | +10.7% | +12.1% | -1.4% | +13.4% |
| 1Y | +9.7% | +50.0% | -40.4% | +10.0% |
| All | +9.7% | +48.9% | -39.3% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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