+203.6%
BKR vs LSCC
+82.7%
+120.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | -1.5% | +1.4% | -2.9% | -1.8% |
| 30D | -0.7% | -10.0% | +9.4% | +1.3% |
| 3M | +0.5% | -16.1% | +16.6% | +2.8% |
| 6M | +6.6% | +27.4% | -20.8% | -0.5% |
| YTD | +41.3% | +56.9% | -15.6% | +25.6% |
| 1Y | +42.2% | +74.6% | -32.4% | +23.2% |
| 3Y | +83.4% | +26.0% | +57.5% | +59.3% |
| 5Y | +203.6% | +86.1% | +117.5% | +135.5% |
| All | +203.6% | +82.7% | +120.9% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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