+173.2%
BKR vs PINS
-65.4%
+238.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.7% | -9.4% | -6.9% |
| 7D | -6.7% | -9.9% | +3.3% | -6.0% |
| 30D | -8.3% | -20.9% | +12.6% | -6.8% |
| 3M | -5.4% | -13.7% | +8.3% | -4.6% |
| 6M | +0.8% | -3.0% | +3.9% | +0.6% |
| YTD | +31.8% | -27.5% | +59.3% | +34.4% |
| 1Y | +28.6% | -46.8% | +75.4% | +34.2% |
| 3Y | +71.2% | -31.8% | +103.1% | +72.4% |
| All | +173.2% | -65.4% | +238.5% | +154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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