+205.0%
BKR vs PINS
-23.0%
+228.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.2% | +8.8% | +0.8% |
| 7D | -1.5% | -13.9% | +12.3% | +0.3% |
| 30D | -0.7% | -25.0% | +24.3% | +2.9% |
| 3M | +0.5% | -16.6% | +17.1% | +2.5% |
| 6M | +6.6% | -7.0% | +13.6% | +6.7% |
| YTD | +41.3% | -29.4% | +70.7% | +45.9% |
| 1Y | +42.2% | -49.9% | +92.1% | +53.1% |
| 3Y | +83.4% | -33.6% | +117.1% | +84.4% |
| 5Y | +203.6% | -66.8% | +270.5% | +225.4% |
| All | +205.0% | -23.0% | +228.0% | +92.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling