+9.7%
BKR vs PSA
+28.0%
-18.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.8% | -8.3% | -5.7% |
| 7D | -8.8% | +10.5% | -19.3% | -9.7% |
| 30D | -13.1% | +21.7% | -34.8% | -14.8% |
| 3M | -18.9% | +6.1% | -25.0% | -19.3% |
| 6M | -27.2% | +18.3% | -45.6% | -29.6% |
| YTD | +10.7% | +36.1% | -25.4% | -0.6% |
| 1Y | +9.7% | +29.3% | -19.7% | +1.3% |
| All | +9.7% | +28.0% | -18.4% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 1y: compounded portfolio wealth divided by compounded PSA 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…
1y analysis · Full analysis span regression · 6 months rolling