+39.2%
BKR vs PCG
-6.6%
+45.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.7% | -0.1% |
| 7D | +1.7% | -13.9% | +15.6% | +1.4% |
| 30D | +3.3% | -16.9% | +20.2% | +2.9% |
| 3M | -3.6% | -14.7% | +11.1% | -4.2% |
| 6M | +5.0% | -23.8% | +28.9% | +6.0% |
| YTD | +40.9% | -10.5% | +51.4% | +39.3% |
| 1Y | +39.2% | -5.1% | +44.3% | +37.3% |
| All | +39.2% | -6.6% | +45.8% | +37.3% |
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