+173.2%
BKR vs PSA
+13.0%
+160.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -6.7% | -3.6% | -3.0% | -5.7% |
| 30D | -8.3% | -9.4% | +1.0% | -6.0% |
| 3M | -5.4% | -8.2% | +2.8% | -3.5% |
| 6M | +0.8% | -1.8% | +2.6% | +0.5% |
| YTD | +31.8% | +15.7% | +16.1% | +24.9% |
| 1Y | +28.6% | +6.3% | +22.3% | +24.8% |
| 3Y | +71.2% | +21.6% | +49.7% | +55.1% |
| All | +173.2% | +13.0% | +160.2% | +148.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling