+120.2%
BKR vs FIS
-39.8%
+159.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -7.0% | -7.9% | +0.9% | -4.4% |
| 30D | -8.1% | -8.0% | -0.2% | -5.7% |
| 3M | -6.6% | +0.6% | -7.2% | -8.0% |
| 6M | +0.9% | -22.2% | +23.1% | +8.5% |
| YTD | +31.1% | -40.8% | +71.9% | +56.3% |
| 1Y | +27.7% | -41.5% | +69.2% | +52.4% |
| 3Y | +71.2% | -25.5% | +96.7% | +78.7% |
| 5Y | +177.6% | -64.8% | +242.4% | +295.0% |
| All | +120.2% | -39.8% | +159.9% | +184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 10y: compounded portfolio wealth divided by compounded FIS 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…
10y analysis · Full analysis span regression · 6 months rolling