+173.2%
BKR vs GEN
+21.1%
+152.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.7% | -7.4% | -6.8% |
| 7D | -6.7% | -4.3% | -2.3% | -5.9% |
| 30D | -8.3% | +3.8% | -12.1% | -9.1% |
| 3M | -5.4% | +22.3% | -27.7% | -9.5% |
| 6M | +0.8% | +39.0% | -38.1% | -6.7% |
| YTD | +31.8% | +11.9% | +20.0% | +28.3% |
| 1Y | +28.6% | +4.5% | +24.1% | +27.3% |
| 3Y | +71.2% | +59.0% | +12.2% | +53.3% |
| All | +173.2% | +21.1% | +152.1% | +151.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling