+72.2%
BKR vs O
+26.9%
+45.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.5% |
| 7D | -6.7% | -3.5% | -3.1% | -6.2% |
| 30D | -8.3% | -3.3% | -5.0% | -7.9% |
| 3M | -5.4% | -2.8% | -2.6% | -5.2% |
| 6M | +0.8% | -5.8% | +6.6% | +1.6% |
| YTD | +31.8% | +9.4% | +22.5% | +28.9% |
| 1Y | +28.6% | +5.7% | +22.9% | +26.5% |
| All | +72.2% | +26.9% | +45.3% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 3y: compounded portfolio wealth divided by compounded O 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…
3y analysis · Full analysis span regression · 6 months rolling