+566.3%
BKR vs FDX
+4,054.5%
-3,488.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | +0.1% |
| 7D | -1.5% | -2.3% | +0.8% | -0.8% |
| 30D | -0.7% | -4.9% | +4.2% | +0.8% |
| 3M | +0.5% | -6.5% | +7.0% | +2.4% |
| 6M | +6.6% | +6.7% | 0.0% | +3.2% |
| YTD | +41.3% | +33.9% | +7.4% | +26.4% |
| 1Y | +42.2% | +72.2% | -30.0% | +16.6% |
| 3Y | +83.4% | +60.2% | +23.2% | +49.9% |
| 5Y | +203.6% | +62.9% | +140.7% | +136.7% |
| 10Y | +139.9% | +178.8% | -38.9% | +50.8% |
| All | +566.3% | +4,054.5% | -3,488.3% | +145.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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