+113.4%
BKR vs GLDM
+125.6%
-12.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +0.7% |
| 7D | -8.7% | +5.0% | -13.6% | -9.9% |
| 30D | -14.6% | -1.3% | -13.2% | -14.3% |
| 3M | -21.3% | -4.7% | -16.6% | -20.3% |
| 6M | -23.9% | -12.4% | -11.5% | -21.2% |
| YTD | +7.5% | -4.1% | +11.6% | +7.3% |
| 1Y | +2.3% | +3.3% | -1.0% | -0.5% |
| 3Y | +51.3% | +110.9% | -59.7% | +4.9% |
| 5Y | +113.4% | +124.8% | -11.4% | +40.3% |
| All | +113.4% | +125.6% | -12.2% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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