+9.7%
BKR vs JCI
+27.0%
-17.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -6.3% | +0.7% | -3.4% |
| 7D | -8.8% | -10.7% | +1.9% | -5.3% |
| 30D | -13.1% | -10.4% | -2.7% | -10.1% |
| 3M | -18.9% | -8.3% | -10.7% | -16.8% |
| 6M | -27.2% | -2.1% | -25.1% | -26.9% |
| YTD | +10.7% | +18.4% | -7.7% | +7.3% |
| 1Y | +9.7% | +27.7% | -18.0% | +5.0% |
| All | +9.7% | +27.0% | -17.4% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1y: compounded portfolio wealth divided by compounded JCI 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…
1y analysis · Full analysis span regression · 6 months rolling