+215.7%
BKR vs GLDM
+141.3%
+74.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.1% |
| 7D | +0.4% | +0.7% | -0.3% | +0.2% |
| 30D | +3.9% | +0.3% | +3.5% | +3.6% |
| 3M | -1.1% | +0.7% | -1.8% | -1.5% |
| 6M | +7.6% | -15.4% | +23.1% | +12.5% |
| YTD | +41.9% | +1.0% | +40.9% | +39.7% |
| 1Y | +42.2% | +19.7% | +22.5% | +31.6% |
| 3Y | +84.3% | +126.5% | -42.2% | +26.4% |
| 5Y | +215.7% | +142.5% | +73.2% | +110.5% |
| All | +215.7% | +141.3% | +74.4% | +110.5% |
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