+71.2%
BKR vs HIG
+101.1%
-29.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -7.0% | -1.5% | -5.5% | -6.6% |
| 30D | -8.1% | -0.4% | -7.8% | -8.1% |
| 3M | -6.6% | +6.7% | -13.3% | -9.1% |
| 6M | +0.9% | +2.0% | -1.1% | -0.6% |
| YTD | +31.1% | +0.3% | +30.8% | +29.8% |
| 1Y | +27.7% | +4.2% | +23.5% | +24.1% |
| 3Y | +71.2% | +102.2% | -31.0% | +28.1% |
| All | +71.2% | +101.1% | -29.9% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling