+123.7%
BKR vs KEY
+13.1%
+110.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.0% |
| 7D | +3.8% | +2.9% | +0.8% | +2.8% |
| 30D | -10.3% | +8.4% | -18.7% | -12.7% |
| 3M | -21.7% | -5.8% | -15.9% | -20.3% |
| 6M | -23.8% | +5.4% | -29.2% | -25.4% |
| YTD | +10.3% | +7.1% | +3.2% | +6.9% |
| 1Y | +5.7% | +26.8% | -21.1% | -3.2% |
| 3Y | +52.6% | +128.7% | -76.1% | +17.0% |
| All | +123.7% | +13.1% | +110.6% | +93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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