+120.2%
BKR vs JCI
+348.5%
-228.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.9% |
| 7D | -7.0% | +0.7% | -7.7% | -7.4% |
| 30D | -8.1% | -4.4% | -3.7% | -5.8% |
| 3M | -6.6% | +1.7% | -8.3% | -8.1% |
| 6M | +0.9% | +8.8% | -7.9% | -5.2% |
| YTD | +31.1% | +22.6% | +8.4% | +14.1% |
| 1Y | +27.7% | +36.2% | -8.5% | +3.5% |
| 3Y | +71.2% | +168.0% | -96.8% | -10.5% |
| 5Y | +177.6% | +113.5% | +64.2% | +61.0% |
| All | +120.2% | +348.5% | -228.4% | -27.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling