+84.3%
BKR vs FN
+175.0%
-90.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | +0.4% |
| 7D | +0.4% | +3.5% | -3.1% | 0.0% |
| 30D | +3.9% | -26.0% | +29.8% | +7.1% |
| 3M | -1.1% | -33.3% | +32.2% | +2.9% |
| 6M | +7.6% | -14.9% | +22.6% | +7.7% |
| YTD | +41.9% | -8.6% | +50.4% | +39.7% |
| 1Y | +42.2% | +12.3% | +29.9% | +35.3% |
| 3Y | +84.3% | +174.4% | -90.1% | +50.8% |
| All | +84.3% | +175.0% | -90.8% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling