+236.0%
BKR vs PL
+70.3%
+165.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.1% | -3.6% | -6.4% |
| 7D | -6.7% | -9.0% | +2.4% | -5.9% |
| 30D | -8.3% | -29.6% | +21.2% | -5.7% |
| 3M | -5.4% | -45.7% | +40.3% | -1.1% |
| 6M | +0.8% | -34.3% | +35.1% | +2.5% |
| YTD | +31.8% | -15.4% | +47.2% | +30.5% |
| 1Y | +28.6% | +86.1% | -57.5% | +17.4% |
| 3Y | +71.2% | +509.1% | -437.9% | +30.7% |
| 5Y | +179.2% | +68.3% | +110.9% | +127.0% |
| All | +236.0% | +70.3% | +165.7% | +173.4% |
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