+171.6%
BKR vs KEYS
+87.1%
+84.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.0% | -4.6% | -1.8% |
| 7D | -7.0% | +3.5% | -10.5% | -8.0% |
| 30D | -8.1% | -4.5% | -3.6% | -7.0% |
| 3M | -6.6% | -0.4% | -6.2% | -7.3% |
| 6M | +0.9% | +19.1% | -18.3% | -5.9% |
| YTD | +31.1% | +66.7% | -35.6% | +8.0% |
| 1Y | +27.7% | +96.5% | -68.8% | -1.2% |
| 3Y | +71.2% | +155.2% | -83.9% | +20.6% |
| All | +171.6% | +87.1% | +84.5% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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