+84.3%
BKR vs PL
+518.4%
-434.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +0.8% |
| 7D | +0.4% | -7.5% | +7.9% | +1.0% |
| 30D | +3.9% | -25.6% | +29.4% | +6.1% |
| 3M | -1.1% | -45.6% | +44.5% | +3.2% |
| 6M | +7.6% | -29.5% | +37.2% | +8.8% |
| YTD | +41.9% | -9.7% | +51.6% | +39.8% |
| 1Y | +42.2% | +84.4% | -42.1% | +30.5% |
| 3Y | +84.3% | +550.0% | -465.7% | +37.0% |
| All | +84.3% | +518.4% | -434.1% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling