+364.0%
BKR vs OPEN
-72.1%
+436.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | -0.4% |
| 7D | -1.5% | -2.9% | +1.4% | -1.4% |
| 30D | -0.7% | -13.8% | +13.1% | -0.2% |
| 3M | +0.5% | -30.9% | +31.4% | +1.6% |
| 6M | +6.6% | -40.9% | +47.6% | +8.2% |
| YTD | +41.3% | -48.5% | +89.8% | +43.7% |
| 1Y | +42.2% | -50.9% | +93.1% | +42.9% |
| 3Y | +83.4% | -20.6% | +104.1% | +72.4% |
| 5Y | +203.6% | -84.2% | +287.8% | +186.3% |
| All | +364.0% | -72.1% | +436.1% | +307.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling