+173.2%
BKR vs OPEN
-85.2%
+258.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.7% | 0.0% | -6.4% |
| 7D | -6.7% | -10.5% | +3.9% | -6.3% |
| 30D | -8.3% | -21.8% | +13.4% | -7.6% |
| 3M | -5.4% | -37.5% | +32.1% | -4.0% |
| 6M | +0.8% | -44.1% | +44.9% | +2.6% |
| YTD | +31.8% | -52.0% | +83.8% | +34.6% |
| 1Y | +28.6% | -52.2% | +80.8% | +29.3% |
| 3Y | +71.2% | -25.9% | +97.2% | +60.6% |
| All | +173.2% | -85.2% | +258.3% | +164.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling