+569.2%
BKR vs GPC
+2,270.7%
-1,701.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.9% | +3.6% | +2.2% |
| 7D | +0.4% | +0.2% | +0.2% | +0.3% |
| 30D | +3.9% | -0.4% | +4.2% | +3.9% |
| 3M | -1.1% | +39.2% | -40.2% | -18.4% |
| 6M | +7.6% | +18.2% | -10.6% | -4.0% |
| YTD | +41.9% | +12.1% | +29.8% | +28.9% |
| 1Y | +42.2% | -0.7% | +42.9% | +37.6% |
| 3Y | +84.3% | -1.7% | +85.9% | +70.7% |
| 5Y | +215.7% | +29.3% | +186.4% | +144.9% |
| 10Y | +130.9% | +80.7% | +50.2% | +44.3% |
| All | +569.2% | +2,270.7% | -1,701.5% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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