+9.7%
BKR vs PCG
-14.1%
+23.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.4% | -5.5% |
| 7D | -8.8% | +1.9% | -10.7% | -8.7% |
| 30D | -13.1% | +8.5% | -21.6% | -12.9% |
| 3M | -18.9% | -22.9% | +4.0% | -19.0% |
| 6M | -27.2% | -16.8% | -10.5% | -28.2% |
| YTD | +10.7% | -15.8% | +26.5% | +7.9% |
| 1Y | +9.7% | -16.0% | +25.7% | +6.3% |
| All | +9.7% | -14.1% | +23.7% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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