+171.6%
BKR vs JD
-61.2%
+232.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -7.0% | -4.2% | -2.7% | -6.7% |
| 30D | -8.1% | -14.4% | +6.3% | -7.0% |
| 3M | -6.6% | -3.6% | -3.1% | -6.4% |
| 6M | +0.9% | -0.3% | +1.2% | +0.7% |
| YTD | +31.1% | -2.4% | +33.4% | +31.0% |
| 1Y | +27.7% | -18.5% | +46.2% | +29.4% |
| 3Y | +71.2% | -7.0% | +78.2% | +69.9% |
| All | +171.6% | -61.2% | +232.8% | +177.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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