+179.2%
BKR vs KEY
+37.9%
+141.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -6.7% | -1.8% | -4.9% | -6.1% |
| 30D | -8.3% | -3.3% | -5.0% | -7.4% |
| 3M | -5.4% | -0.2% | -5.2% | -5.6% |
| 6M | +0.8% | +12.1% | -11.3% | -3.4% |
| YTD | +31.8% | +8.4% | +23.4% | +27.5% |
| 1Y | +28.6% | +17.6% | +10.9% | +20.8% |
| 3Y | +71.2% | +123.3% | -52.1% | +31.1% |
| 5Y | +179.2% | +39.5% | +139.7% | +109.7% |
| All | +179.2% | +37.9% | +141.3% | +109.7% |
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