+173.2%
BKR vs GRMN
+74.2%
+98.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -6.7% | -1.8% | -4.9% | -6.2% |
| 30D | -8.3% | -12.1% | +3.7% | -5.3% |
| 3M | -5.4% | +18.0% | -23.4% | -10.2% |
| 6M | +0.8% | +13.7% | -12.9% | -3.6% |
| YTD | +31.8% | +35.3% | -3.5% | +19.7% |
| 1Y | +28.6% | +17.2% | +11.3% | +21.0% |
| 3Y | +71.2% | +179.6% | -108.4% | +24.5% |
| All | +173.2% | +74.2% | +98.9% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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