+6.6%
BKR vs JD
+3.8%
+2.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.0% | -0.3% |
| 7D | -1.5% | -3.0% | +1.5% | -1.4% |
| 30D | -0.7% | -19.3% | +18.7% | +0.3% |
| 3M | +0.5% | -6.0% | +6.5% | +0.5% |
| 6M | +6.6% | +1.8% | +4.8% | +8.7% |
| All | +6.6% | +3.8% | +2.8% | +8.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling