+276.5%
BKR vs FIS
+331.2%
-54.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.9% |
| 7D | -1.5% | -9.1% | +7.5% | +2.2% |
| 30D | -0.7% | -10.4% | +9.8% | +3.4% |
| 3M | +0.5% | -3.7% | +4.2% | +0.7% |
| 6M | +6.6% | -24.8% | +31.4% | +17.1% |
| YTD | +41.3% | -41.6% | +82.8% | +71.1% |
| 1Y | +42.2% | -42.7% | +85.0% | +72.9% |
| 3Y | +83.4% | -26.2% | +109.7% | +94.7% |
| 5Y | +203.6% | -66.1% | +269.7% | +324.0% |
| 10Y | +139.9% | -40.9% | +180.8% | +161.5% |
| All | +276.5% | +331.2% | -54.7% | +115.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling