+84.3%
BKR vs PCAR
+64.3%
+20.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.4% | +1.4% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | +3.9% | -7.7% | +11.6% | +7.2% |
| 3M | -1.1% | +3.7% | -4.8% | -3.4% |
| 6M | +7.6% | +2.3% | +5.3% | +5.4% |
| YTD | +41.9% | +12.8% | +29.1% | +32.8% |
| 1Y | +42.2% | +27.8% | +14.5% | +25.5% |
| 3Y | +84.3% | +61.8% | +22.5% | +50.1% |
| All | +84.3% | +64.3% | +20.0% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling