+521.9%
BKR vs PNC
+4,054.7%
-3,532.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.6% | -7.0% |
| 7D | -6.7% | -0.9% | -5.8% | -6.4% |
| 30D | -8.3% | -4.4% | -3.9% | -6.8% |
| 3M | -5.4% | +5.3% | -10.7% | -7.5% |
| 6M | +0.8% | +19.6% | -18.8% | -6.4% |
| YTD | +31.8% | +19.1% | +12.7% | +22.3% |
| 1Y | +28.6% | +24.3% | +4.3% | +17.1% |
| 3Y | +71.2% | +132.2% | -61.0% | +21.8% |
| 5Y | +179.2% | +52.3% | +126.9% | +129.1% |
| 10Y | +124.0% | +274.8% | -150.9% | +36.2% |
| All | +521.9% | +4,054.7% | -3,532.8% | +101.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling