+9.7%
BKR vs FND
-10.3%
+19.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +10.9% | -16.5% | -5.2% |
| 7D | -8.8% | +12.3% | -21.1% | -8.4% |
| 30D | -13.1% | +14.7% | -27.8% | -12.7% |
| 3M | -18.9% | -12.0% | -6.9% | -18.5% |
| 6M | -27.2% | +10.8% | -38.0% | -27.6% |
| YTD | +10.7% | -12.3% | +23.0% | +10.8% |
| 1Y | +9.7% | -13.4% | +23.1% | +10.5% |
| All | +9.7% | -10.3% | +19.9% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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