+605.1%
BKR vs PAAS
+1,226.8%
-621.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.3% | +0.8% |
| 7D | +0.4% | +2.0% | -1.6% | 0.0% |
| 30D | +3.9% | -0.1% | +3.9% | +3.6% |
| 3M | -1.1% | +8.2% | -9.3% | -3.1% |
| 6M | +7.6% | -13.8% | +21.4% | +9.0% |
| YTD | +41.9% | -0.6% | +42.5% | +39.0% |
| 1Y | +42.2% | +44.0% | -1.8% | +29.2% |
| 3Y | +84.3% | +246.6% | -162.3% | +37.5% |
| 5Y | +215.7% | +116.1% | +99.6% | +150.1% |
| 10Y | +130.9% | +202.7% | -71.9% | +55.9% |
| All | +605.1% | +1,226.8% | -621.7% | +261.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling