+71.2%
BKR vs OPEN
-27.3%
+98.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | -7.0% | -11.4% | +4.4% | -6.7% |
| 30D | -8.1% | -20.1% | +11.9% | -7.6% |
| 3M | -6.6% | -37.6% | +31.0% | -5.6% |
| 6M | +0.9% | -47.1% | +47.9% | +2.3% |
| YTD | +31.1% | -52.1% | +83.2% | +33.1% |
| 1Y | +27.7% | -73.5% | +101.2% | +30.9% |
| 3Y | +71.2% | -24.4% | +95.6% | +57.8% |
| All | +71.2% | -27.3% | +98.6% | +57.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling