+52.6%
BKR vs FE
+50.7%
+2.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +1.2% |
| 7D | +3.8% | +1.2% | +2.5% | +3.8% |
| 30D | -10.3% | +4.5% | -14.8% | -10.4% |
| 3M | -21.7% | +1.3% | -23.0% | -21.7% |
| 6M | -23.8% | +8.7% | -32.4% | -24.2% |
| YTD | +10.3% | +9.2% | +1.0% | +9.3% |
| 1Y | +5.7% | +7.0% | -1.3% | +4.9% |
| 3Y | +52.6% | +51.4% | +1.2% | +43.0% |
| All | +52.6% | +50.7% | +2.0% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling