+72.2%
BKR vs FND
-50.8%
+123.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -6.5% |
| 7D | -6.7% | -5.1% | -1.6% | -6.2% |
| 30D | -8.3% | -22.5% | +14.2% | -6.0% |
| 3M | -5.4% | -5.0% | -0.4% | -5.7% |
| 6M | +0.8% | -21.5% | +22.3% | +2.8% |
| YTD | +31.8% | -23.0% | +54.9% | +34.3% |
| 1Y | +28.6% | -44.9% | +73.5% | +37.6% |
| All | +72.2% | -50.8% | +123.0% | +79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling