+462.7%
BKR vs JBL
+41,567.8%
-41,105.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.8% | -3.9% | -6.2% |
| 7D | -6.7% | -1.0% | -5.6% | -6.5% |
| 30D | -8.3% | -15.1% | +6.7% | -5.9% |
| 3M | -5.4% | -14.0% | +8.6% | -3.4% |
| 6M | +0.8% | +20.6% | -19.8% | -3.0% |
| YTD | +31.8% | +32.9% | -1.0% | +24.4% |
| 1Y | +28.6% | +40.5% | -12.0% | +19.8% |
| 3Y | +71.2% | +183.7% | -112.5% | +39.3% |
| 5Y | +179.2% | +388.3% | -209.1% | +106.1% |
| 10Y | +124.0% | +1,464.9% | -1,341.0% | +39.2% |
| All | +462.7% | +41,567.8% | -41,105.1% | +190.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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