+39.2%
BKR vs PL
+176.6%
-137.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | -0.2% |
| 7D | +1.7% | -9.3% | +11.1% | +2.1% |
| 30D | +3.3% | -18.9% | +22.3% | +4.1% |
| 3M | -3.6% | -58.4% | +54.8% | -0.7% |
| 6M | +5.0% | -30.3% | +35.3% | +6.9% |
| YTD | +40.9% | -8.1% | +49.1% | +42.8% |
| 1Y | +39.2% | +180.5% | -141.3% | +41.3% |
| All | +39.2% | +176.6% | -137.4% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 1y: compounded portfolio wealth divided by compounded PL 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…
1y analysis · Full analysis span regression · 6 months rolling