+521.9%
BKR vs JCI
+2,295.8%
-1,773.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -6.2% |
| 7D | -6.7% | +0.4% | -7.1% | -6.8% |
| 30D | -8.3% | -7.7% | -0.6% | -6.2% |
| 3M | -5.4% | +2.8% | -8.2% | -6.4% |
| 6M | +0.8% | +7.2% | -6.4% | -1.7% |
| YTD | +31.8% | +20.0% | +11.9% | +24.1% |
| 1Y | +28.6% | +33.3% | -4.7% | +16.9% |
| 3Y | +71.2% | +161.3% | -90.1% | +27.1% |
| 5Y | +179.2% | +108.8% | +70.5% | +117.8% |
| 10Y | +124.0% | +334.6% | -210.6% | +42.9% |
| All | +521.9% | +2,295.8% | -1,773.9% | +96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling