+163.6%
BKR vs ONON
-22.6%
+186.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.8% |
| 7D | -7.0% | -2.1% | -4.9% | -6.8% |
| 30D | -8.1% | -11.6% | +3.5% | -7.0% |
| 3M | -6.6% | -30.1% | +23.5% | -3.5% |
| 6M | +0.9% | -30.5% | +31.4% | +3.9% |
| YTD | +31.1% | -41.0% | +72.1% | +37.4% |
| 1Y | +27.7% | -36.7% | +64.4% | +32.5% |
| 3Y | +71.2% | -8.6% | +79.8% | +68.4% |
| All | +163.6% | -22.6% | +186.2% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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