+161.1%
BKR vs FLNC
-70.4%
+231.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.0% | -0.7% |
| 7D | -7.0% | -4.1% | -2.9% | -6.8% |
| 30D | -8.1% | -24.8% | +16.7% | -6.5% |
| 3M | -6.6% | -59.1% | +52.5% | -1.7% |
| 6M | +0.9% | -42.0% | +42.8% | +2.0% |
| YTD | +31.1% | -49.8% | +80.9% | +32.8% |
| 1Y | +27.7% | +43.1% | -15.4% | +16.6% |
| 3Y | +71.2% | -61.0% | +132.2% | +61.3% |
| All | +161.1% | -70.4% | +231.5% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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