+123.7%
BKR vs LII
+17.0%
+106.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.9% |
| 7D | +3.8% | +2.9% | +0.8% | +3.1% |
| 30D | -10.3% | +0.9% | -11.2% | -10.6% |
| 3M | -21.7% | -15.5% | -6.2% | -18.7% |
| 6M | -23.8% | -30.2% | +6.4% | -18.5% |
| YTD | +10.3% | -26.8% | +37.1% | +15.8% |
| 1Y | +5.7% | -25.3% | +31.0% | +10.3% |
| 3Y | +52.6% | -7.8% | +60.4% | +52.7% |
| All | +123.7% | +17.0% | +106.7% | +106.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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