-0.7%
BKR vs FISV
-1.6%
+0.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.1% | -8.5% | -7.3% |
| 7D | -15.2% | +29.4% | -44.7% | -13.6% |
| 30D | -19.1% | +38.0% | -57.1% | -17.3% |
| 3M | -24.8% | +15.9% | -40.8% | -23.6% |
| 6M | -31.6% | +9.5% | -41.1% | -30.1% |
| YTD | +2.5% | -6.6% | +9.1% | +6.8% |
| 1Y | -0.7% | -2.0% | +1.2% | +2.7% |
| All | -0.7% | -1.6% | +0.8% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 1y: compounded portfolio wealth divided by compounded FISV 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…
1y analysis · Full analysis span regression · 6 months rolling