+9.7%
BKR vs PCAR
+12.4%
-2.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +4.0% | -9.6% | -6.4% |
| 7D | -8.8% | +3.7% | -12.4% | -9.5% |
| 30D | -13.1% | -2.9% | -10.2% | -12.5% |
| 3M | -18.9% | -21.7% | +2.8% | -13.6% |
| 6M | -27.2% | -6.6% | -20.6% | -27.3% |
| YTD | +10.7% | -2.2% | +12.9% | +8.2% |
| 1Y | +9.7% | +12.2% | -2.6% | +5.1% |
| All | +9.7% | +12.4% | -2.7% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 1y: compounded portfolio wealth divided by compounded PCAR 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…
1y analysis · Full analysis span regression · 6 months rolling