+153.3%
BKR vs GNRC
+2,082.9%
-1,929.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -1.2% |
| 7D | -7.0% | -0.2% | -6.8% | -6.9% |
| 30D | -8.1% | -15.7% | +7.6% | -4.5% |
| 3M | -6.6% | -27.3% | +20.7% | -0.4% |
| 6M | +0.9% | -12.1% | +12.9% | +1.9% |
| YTD | +31.1% | +37.1% | -6.0% | +18.5% |
| 1Y | +27.7% | -0.5% | +28.2% | +23.4% |
| 3Y | +71.2% | +61.5% | +9.7% | +43.2% |
| 5Y | +177.6% | -58.6% | +236.2% | +201.4% |
| 10Y | +122.7% | +446.3% | -323.6% | +6.5% |
| All | +153.3% | +2,082.9% | -1,929.6% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 all: compounded portfolio wealth divided by compounded GNRC 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…
all analysis · Full analysis span regression · 6 months rolling