+120.2%
BKR vs PODD
+223.0%
-102.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.3% |
| 7D | -7.0% | -10.5% | +3.5% | -5.6% |
| 30D | -8.1% | -9.0% | +0.9% | -7.0% |
| 3M | -6.6% | -11.5% | +4.9% | -5.8% |
| 6M | +0.9% | -44.7% | +45.6% | +8.4% |
| YTD | +31.1% | -53.6% | +84.7% | +44.4% |
| 1Y | +27.7% | -61.0% | +88.7% | +43.9% |
| 3Y | +71.2% | -24.7% | +95.9% | +72.4% |
| 5Y | +177.6% | -55.5% | +233.1% | +196.0% |
| All | +120.2% | +223.0% | -102.8% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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