+171.6%
BKR vs PNC
+51.4%
+120.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -7.0% | -0.6% | -6.4% | -6.8% |
| 30D | -8.1% | -4.4% | -3.7% | -6.4% |
| 3M | -6.6% | +5.2% | -11.9% | -9.1% |
| 6M | +0.9% | +20.6% | -19.8% | -8.0% |
| YTD | +31.1% | +19.8% | +11.3% | +19.3% |
| 1Y | +27.7% | +24.4% | +3.3% | +14.0% |
| 3Y | +71.2% | +131.2% | -60.0% | +15.8% |
| All | +171.6% | +51.4% | +120.2% | +107.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling