+171.6%
BKR vs HIG
+116.1%
+55.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -7.0% | -1.5% | -5.5% | -6.4% |
| 30D | -8.1% | -0.4% | -7.8% | -8.1% |
| 3M | -6.6% | +6.7% | -13.3% | -10.0% |
| 6M | +0.9% | +2.0% | -1.1% | -1.2% |
| YTD | +31.1% | +0.3% | +30.8% | +29.2% |
| 1Y | +27.7% | +4.2% | +23.5% | +22.9% |
| 3Y | +71.2% | +102.2% | -31.0% | +10.9% |
| All | +171.6% | +116.1% | +55.5% | +64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling