+689.7%
BKR vs FLEX
+7,744.0%
-7,054.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.2% |
| 7D | -1.5% | +6.4% | -7.9% | -2.7% |
| 30D | -0.7% | -5.9% | +5.2% | +0.3% |
| 3M | +0.5% | -23.5% | +24.0% | +4.7% |
| 6M | +6.6% | +83.7% | -77.1% | -9.0% |
| YTD | +41.3% | +86.5% | -45.2% | +19.6% |
| 1Y | +42.2% | +100.5% | -58.3% | +18.0% |
| 3Y | +83.4% | +469.8% | -386.4% | +21.3% |
| 5Y | +203.6% | +725.7% | -522.0% | +84.4% |
| 10Y | +139.9% | +1,086.7% | -946.8% | +30.5% |
| All | +689.7% | +7,744.0% | -7,054.3% | +199.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling