+120.2%
BKR vs PNC
+279.5%
-159.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | -7.0% | -0.6% | -6.4% | -6.7% |
| 30D | -8.1% | -4.4% | -3.7% | -5.6% |
| 3M | -6.6% | +5.2% | -11.9% | -10.2% |
| 6M | +0.9% | +20.6% | -19.8% | -11.7% |
| YTD | +31.1% | +19.8% | +11.3% | +14.5% |
| 1Y | +27.7% | +24.4% | +3.3% | +8.3% |
| 3Y | +71.2% | +131.2% | -60.0% | -7.2% |
| 5Y | +177.6% | +53.1% | +124.5% | +91.3% |
| All | +120.2% | +279.5% | -159.3% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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