+171.6%
BKR vs PAAS
+119.9%
+51.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -7.0% | -1.9% | -5.0% | -6.7% |
| 30D | -8.1% | -3.6% | -4.6% | -7.8% |
| 3M | -6.6% | +8.6% | -15.2% | -8.4% |
| 6M | +0.9% | -16.7% | +17.5% | +2.9% |
| YTD | +31.1% | -1.9% | +33.0% | +28.9% |
| 1Y | +27.7% | +38.0% | -10.3% | +17.0% |
| 3Y | +71.2% | +234.9% | -163.7% | +27.0% |
| All | +171.6% | +119.9% | +51.7% | +120.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling