+28.6%
BKR vs FN
+6.6%
+22.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.4% | -3.2% | -6.3% |
| 7D | -6.7% | +2.3% | -8.9% | -6.8% |
| 30D | -8.3% | -23.2% | +14.8% | -6.3% |
| 3M | -5.4% | -30.4% | +25.0% | -2.7% |
| 6M | +0.8% | -25.6% | +26.4% | +2.4% |
| YTD | +31.8% | -11.3% | +43.1% | +32.5% |
| 1Y | +28.6% | +8.4% | +20.2% | +26.2% |
| All | +28.6% | +6.6% | +22.0% | +26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 1y: compounded portfolio wealth divided by compounded FN 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…
1y analysis · Full analysis span regression · 6 months rolling