+521.9%
BKR vs GWW
+13,908.6%
-13,386.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.4% |
| 7D | -6.7% | -3.1% | -3.5% | -5.4% |
| 30D | -8.3% | -2.3% | -6.0% | -7.5% |
| 3M | -5.4% | -3.3% | -2.1% | -4.5% |
| 6M | +0.8% | +15.4% | -14.6% | -6.2% |
| YTD | +31.8% | +26.7% | +5.1% | +17.4% |
| 1Y | +28.6% | +29.0% | -0.4% | +13.3% |
| 3Y | +71.2% | +89.0% | -17.7% | +26.5% |
| 5Y | +179.2% | +221.8% | -42.5% | +59.2% |
| 10Y | +124.0% | +562.7% | -438.7% | -10.7% |
| All | +521.9% | +13,908.6% | -13,386.7% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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