+27.7%
BKR vs GFI
+26.4%
+1.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.4% |
| 7D | -7.0% | -4.9% | -2.1% | -6.5% |
| 30D | -8.1% | +10.7% | -18.8% | -9.2% |
| 3M | -6.6% | +25.6% | -32.2% | -9.3% |
| 6M | +0.9% | -8.3% | +9.1% | +1.2% |
| YTD | +31.1% | +6.3% | +24.8% | +29.6% |
| 1Y | +27.7% | +22.1% | +5.6% | +25.1% |
| All | +27.7% | +26.4% | +1.3% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling