+121.4%
BKR vs PAAS
+232.4%
-111.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.3% | -2.4% | -6.0% |
| 7D | -6.7% | -3.7% | -3.0% | -6.1% |
| 30D | -8.3% | -1.9% | -6.5% | -8.3% |
| 3M | -5.4% | +15.1% | -20.5% | -8.1% |
| 6M | +0.8% | -17.1% | +17.9% | +2.8% |
| YTD | +31.8% | -1.3% | +33.2% | +29.6% |
| 1Y | +28.6% | +41.1% | -12.5% | +18.1% |
| 3Y | +71.2% | +244.2% | -173.0% | +30.4% |
| 5Y | +179.2% | +120.8% | +58.4% | +123.9% |
| All | +121.4% | +232.4% | -111.0% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling