+521.9%
BKR vs FISV
+10,150.0%
-9,628.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.6% | -7.2% | -6.8% |
| 7D | -6.7% | -7.2% | +0.5% | -4.8% |
| 30D | -8.3% | -7.2% | -1.2% | -6.7% |
| 3M | -5.4% | -8.2% | +2.8% | -4.1% |
| 6M | +0.8% | -17.7% | +18.5% | +4.6% |
| YTD | +31.8% | -27.2% | +59.0% | +40.8% |
| 1Y | +28.6% | -63.0% | +91.5% | +58.0% |
| 3Y | +71.2% | -59.8% | +131.0% | +99.7% |
| 5Y | +179.2% | -55.8% | +235.0% | +212.6% |
| 10Y | +124.0% | -2.4% | +126.4% | +104.3% |
| All | +521.9% | +10,150.0% | -9,628.1% | +214.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling