+120.2%
BKR vs PNR
+66.2%
+54.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -7.0% | -6.0% | -1.0% | -3.9% |
| 30D | -8.1% | -14.0% | +5.9% | -0.8% |
| 3M | -6.6% | -21.7% | +15.1% | +4.2% |
| 6M | +0.9% | -37.3% | +38.1% | +26.3% |
| YTD | +31.1% | -45.1% | +76.2% | +75.6% |
| 1Y | +27.7% | -49.1% | +76.8% | +78.3% |
| 3Y | +71.2% | -14.8% | +86.1% | +72.0% |
| 5Y | +177.6% | -21.0% | +198.6% | +183.7% |
| All | +120.2% | +66.2% | +54.0% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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