+127.1%
BKR vs PL
+38.8%
+88.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.5% | +2.9% | +3.4% |
| 7D | -0.4% | +13.4% | -13.8% | -1.6% |
| 30D | -11.6% | -10.2% | -1.5% | -11.0% |
| 3M | -23.4% | -39.5% | +16.1% | -20.5% |
| 6M | -22.9% | -65.7% | +42.9% | -16.8% |
| YTD | +10.2% | -27.3% | +37.5% | +10.1% |
| 1Y | +2.5% | +15.0% | -12.5% | -2.3% |
| 3Y | +53.1% | +560.8% | -507.7% | +15.8% |
| 5Y | +127.1% | +38.4% | +88.7% | +87.6% |
| All | +127.1% | +38.8% | +88.3% | +87.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling