+177.7%
BKR vs PL
+41.8%
+135.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.8% |
| 7D | +6.3% | +22.3% | -16.0% | +4.3% |
| 30D | -13.0% | -8.3% | -4.7% | -12.5% |
| 3M | -23.6% | -43.3% | +19.6% | -20.3% |
| 6M | -24.5% | -65.8% | +41.4% | -18.5% |
| YTD | +9.0% | -29.5% | +38.5% | +9.1% |
| 1Y | +4.4% | +11.7% | -7.3% | -0.2% |
| 3Y | +51.4% | +540.6% | -489.1% | +14.7% |
| 5Y | +124.4% | +32.9% | +91.5% | +80.1% |
| All | +177.7% | +41.8% | +135.9% | +128.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling