+566.3%
BKR vs KEY
+1,027.2%
-460.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.3% |
| 7D | -1.5% | -0.3% | -1.2% | -1.5% |
| 30D | -0.7% | -3.3% | +2.6% | +0.4% |
| 3M | +0.5% | -0.7% | +1.2% | +0.5% |
| 6M | +6.6% | +12.5% | -5.9% | +2.2% |
| YTD | +41.3% | +8.4% | +32.9% | +36.8% |
| 1Y | +42.2% | +18.4% | +23.8% | +33.6% |
| 3Y | +83.4% | +123.3% | -39.9% | +37.4% |
| 5Y | +203.6% | +38.8% | +164.8% | +152.3% |
| 10Y | +139.9% | +169.3% | -29.4% | +62.0% |
| All | +566.3% | +1,027.2% | -460.9% | +190.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling