+244.5%
BKR vs EXR
+2,660.5%
-2,416.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | +0.4% | -0.7% | +1.1% | +0.7% |
| 30D | +3.9% | -6.9% | +10.8% | +6.6% |
| 3M | -1.1% | -3.0% | +1.9% | -0.3% |
| 6M | +7.6% | -2.9% | +10.6% | +8.1% |
| YTD | +41.9% | +9.3% | +32.6% | +35.8% |
| 1Y | +42.2% | -0.9% | +43.2% | +41.0% |
| 3Y | +84.3% | +24.7% | +59.6% | +61.9% |
| 5Y | +215.7% | -11.7% | +227.4% | +208.6% |
| 10Y | +130.9% | +148.4% | -17.5% | +38.8% |
| All | +244.5% | +2,660.5% | -2,416.0% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 all: compounded portfolio wealth divided by compounded EXR 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…
all analysis · Full analysis span regression · 6 months rolling