+28.4%
BKR vs OPEN
-63.2%
+91.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.7% | 0.0% | -6.4% |
| 7D | -6.7% | -10.5% | +3.9% | -6.2% |
| 30D | -8.3% | -21.8% | +13.4% | -7.4% |
| 3M | -5.4% | -37.5% | +32.1% | -3.8% |
| 6M | +0.8% | -44.1% | +44.9% | +3.1% |
| YTD | +31.8% | -52.0% | +83.8% | +35.1% |
| All | +28.4% | -63.2% | +91.6% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling