+123.7%
BKR vs P
+279.3%
-155.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.1% | +1.5% |
| 7D | +3.8% | +11.6% | -7.8% | +2.2% |
| 30D | -10.3% | -23.7% | +13.4% | -7.3% |
| 3M | -21.7% | -8.0% | -13.7% | -21.4% |
| 6M | -23.8% | +27.9% | -51.7% | -27.4% |
| YTD | +10.3% | +61.2% | -50.9% | +0.8% |
| 1Y | +5.7% | +28.6% | -22.9% | -1.4% |
| 3Y | +52.6% | +200.5% | -147.8% | +17.3% |
| All | +123.7% | +279.3% | -155.6% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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