+82.4%
BKR vs FND
+56.5%
+25.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.8% |
| 7D | -7.0% | -5.8% | -1.2% | -6.0% |
| 30D | -8.1% | -20.2% | +12.1% | -4.3% |
| 3M | -6.6% | -12.0% | +5.3% | -5.2% |
| 6M | +0.9% | -18.5% | +19.4% | +3.1% |
| YTD | +31.1% | -22.3% | +53.3% | +34.6% |
| 1Y | +27.7% | -47.6% | +75.4% | +41.6% |
| 3Y | +71.2% | -49.8% | +121.0% | +84.6% |
| 5Y | +177.6% | -63.0% | +240.6% | +206.4% |
| All | +82.4% | +56.5% | +25.9% | +46.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling