+71.2%
BKR vs FISV
-57.6%
+128.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.4% | -6.0% | -0.8% |
| 7D | -7.0% | -2.7% | -4.3% | -6.9% |
| 30D | -8.1% | 0.0% | -8.2% | -8.2% |
| 3M | -6.6% | -2.8% | -3.8% | -6.6% |
| 6M | +0.9% | -11.8% | +12.7% | +1.4% |
| YTD | +31.1% | -23.2% | +54.3% | +32.9% |
| 1Y | +27.7% | -62.0% | +89.7% | +35.4% |
| 3Y | +71.2% | -57.6% | +128.8% | +72.1% |
| All | +71.2% | -57.6% | +128.9% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling