+171.6%
BKR vs PGR
+159.7%
+11.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.2% | -0.7% |
| 7D | -7.0% | -0.6% | -6.4% | -6.9% |
| 30D | -8.1% | +4.9% | -13.1% | -9.0% |
| 3M | -6.6% | +7.6% | -14.3% | -8.4% |
| 6M | +0.9% | +8.3% | -7.4% | -1.4% |
| YTD | +31.1% | +1.7% | +29.4% | +29.7% |
| 1Y | +27.7% | -6.8% | +34.6% | +29.1% |
| 3Y | +71.2% | +73.4% | -2.2% | +45.7% |
| All | +171.6% | +159.7% | +11.9% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 5y: compounded portfolio wealth divided by compounded PGR 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…
5y analysis · Full analysis span regression · 6 months rolling