+72.2%
BKR vs FXI
+35.7%
+36.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.5% |
| 7D | -6.7% | -2.8% | -3.9% | -6.0% |
| 30D | -8.3% | -3.7% | -4.7% | -7.5% |
| 3M | -5.4% | -0.4% | -5.0% | -5.4% |
| 6M | +0.8% | -5.4% | +6.2% | +2.1% |
| YTD | +31.8% | -9.6% | +41.5% | +34.9% |
| 1Y | +28.6% | -11.9% | +40.5% | +32.3% |
| All | +72.2% | +35.7% | +36.5% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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