+521.9%
BKR vs KR
+4,362.7%
-3,840.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.9% | -7.6% | -6.8% |
| 7D | -6.7% | -2.7% | -4.0% | -6.2% |
| 30D | -8.3% | +1.9% | -10.3% | -8.7% |
| 3M | -5.4% | -11.0% | +5.6% | -3.6% |
| 6M | +0.8% | -20.2% | +21.0% | +4.5% |
| YTD | +31.8% | -7.3% | +39.1% | +32.7% |
| 1Y | +28.6% | -13.1% | +41.7% | +30.7% |
| 3Y | +71.2% | +29.7% | +41.5% | +59.4% |
| 5Y | +179.2% | +48.8% | +130.5% | +150.0% |
| 10Y | +124.0% | +122.8% | +1.2% | +76.8% |
| All | +521.9% | +4,362.7% | -3,840.8% | +186.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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