+215.7%
BKR vs GD
+95.9%
+119.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.4% | +1.1% |
| 7D | +0.4% | -3.5% | +3.9% | +2.4% |
| 30D | +3.9% | -9.0% | +12.9% | +9.5% |
| 3M | -1.1% | +5.1% | -6.1% | -4.6% |
| 6M | +7.6% | -1.0% | +8.6% | +7.3% |
| YTD | +41.9% | +7.3% | +34.6% | +33.5% |
| 1Y | +42.2% | +12.4% | +29.8% | +29.1% |
| 3Y | +84.3% | +73.7% | +10.6% | +21.8% |
| 5Y | +215.7% | +93.8% | +121.9% | +93.2% |
| All | +215.7% | +95.9% | +119.8% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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