+120.2%
BKR vs GEN
+159.8%
-39.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -0.8% |
| 7D | -7.0% | -1.3% | -5.7% | -6.8% |
| 30D | -8.1% | +6.1% | -14.2% | -9.4% |
| 3M | -6.6% | +27.0% | -33.6% | -11.8% |
| 6M | +0.9% | +43.9% | -43.0% | -8.1% |
| YTD | +31.1% | +13.0% | +18.1% | +26.1% |
| 1Y | +27.7% | +4.0% | +23.7% | +25.3% |
| 3Y | +71.2% | +66.2% | +5.0% | +49.1% |
| 5Y | +177.6% | +23.2% | +154.5% | +153.2% |
| All | +120.2% | +159.8% | -39.7% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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