+173.2%
BKR vs FLEX
+681.5%
-508.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.5% | -5.7% |
| 7D | -6.7% | +0.1% | -6.8% | -6.7% |
| 30D | -8.3% | -11.8% | +3.4% | -6.0% |
| 3M | -5.4% | -22.6% | +17.2% | -1.2% |
| 6M | +0.8% | +77.3% | -76.5% | -18.7% |
| YTD | +31.8% | +78.8% | -46.9% | +5.2% |
| 1Y | +28.6% | +86.1% | -57.5% | +0.2% |
| 3Y | +71.2% | +446.2% | -375.0% | -9.6% |
| All | +173.2% | +681.5% | -508.3% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · 6 months rolling