+521.9%
BKR vs PEG
+2,884.2%
-2,362.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.5% | -6.6% |
| 7D | -6.7% | -0.9% | -5.8% | -6.2% |
| 30D | -8.3% | -2.8% | -5.6% | -7.1% |
| 3M | -5.4% | -6.9% | +1.5% | -2.1% |
| 6M | +0.8% | -11.4% | +12.2% | +6.6% |
| YTD | +31.8% | -7.4% | +39.2% | +36.0% |
| 1Y | +28.6% | -8.3% | +36.8% | +32.8% |
| 3Y | +71.2% | +31.5% | +39.7% | +44.9% |
| 5Y | +179.2% | +38.0% | +141.3% | +127.0% |
| 10Y | +124.0% | +148.3% | -24.4% | +31.7% |
| All | +521.9% | +2,884.2% | -2,362.3% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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