+171.6%
BKR vs FND
-63.3%
+234.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.7% |
| 7D | -7.0% | -5.8% | -1.2% | -6.3% |
| 30D | -8.1% | -20.2% | +12.1% | -5.7% |
| 3M | -6.6% | -12.0% | +5.3% | -5.7% |
| 6M | +0.9% | -18.5% | +19.4% | +2.4% |
| YTD | +31.1% | -22.3% | +53.3% | +33.5% |
| 1Y | +27.7% | -47.6% | +75.4% | +37.5% |
| 3Y | +71.2% | -49.8% | +121.0% | +80.3% |
| All | +171.6% | -63.3% | +234.9% | +189.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling