+114.5%
BKR vs PFGC
+396.6%
-282.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.3% | -6.3% |
| 7D | -6.7% | -4.8% | -1.8% | -5.3% |
| 30D | -8.3% | -17.2% | +8.9% | -3.1% |
| 3M | -5.4% | -6.3% | +0.9% | -3.9% |
| 6M | +0.8% | +8.8% | -8.0% | -2.7% |
| YTD | +31.8% | +4.9% | +26.9% | +28.1% |
| 1Y | +28.6% | -9.5% | +38.1% | +30.5% |
| 3Y | +71.2% | +59.6% | +11.6% | +44.7% |
| 5Y | +179.2% | +113.5% | +65.7% | +107.1% |
| 10Y | +124.0% | +292.8% | -168.8% | +40.3% |
| All | +114.5% | +396.6% | -282.1% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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