+171.6%
BKR vs GH
+20.8%
+150.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.5% |
| 7D | -7.0% | -2.5% | -4.5% | -6.8% |
| 30D | -8.1% | -4.7% | -3.4% | -7.8% |
| 3M | -6.6% | +20.2% | -26.8% | -8.4% |
| 6M | +0.9% | +78.8% | -77.9% | -4.7% |
| YTD | +31.1% | +54.1% | -23.0% | +25.3% |
| 1Y | +27.7% | +177.1% | -149.4% | +15.5% |
| 3Y | +71.2% | +371.6% | -300.4% | +44.3% |
| All | +171.6% | +20.8% | +150.8% | +124.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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