+233.4%
BKR vs LII
+2,817.4%
-2,584.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.8% |
| 7D | +3.8% | +2.9% | +0.8% | +2.8% |
| 30D | -10.3% | +0.9% | -11.2% | -10.8% |
| 3M | -21.7% | -15.5% | -6.2% | -17.4% |
| 6M | -23.8% | -30.2% | +6.4% | -15.8% |
| YTD | +10.3% | -26.8% | +37.1% | +18.8% |
| 1Y | +5.7% | -25.3% | +31.0% | +12.9% |
| 3Y | +52.6% | -7.8% | +60.4% | +48.1% |
| 5Y | +127.1% | +17.0% | +110.1% | +95.8% |
| 10Y | +56.5% | +169.9% | -113.4% | -1.4% |
| All | +233.4% | +2,817.4% | -2,584.0% | -0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling