+518.3%
BKR vs PSA
+13,925.1%
-13,406.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -7.0% | -1.8% | -5.2% | -6.4% |
| 30D | -8.1% | -8.4% | +0.2% | -5.5% |
| 3M | -6.6% | -7.8% | +1.2% | -4.4% |
| 6M | +0.9% | +0.8% | +0.1% | -0.2% |
| YTD | +31.1% | +16.5% | +14.6% | +23.4% |
| 1Y | +27.7% | +4.7% | +23.0% | +24.4% |
| 3Y | +71.2% | +21.1% | +50.2% | +56.1% |
| 5Y | +177.6% | +14.2% | +163.4% | +154.7% |
| 10Y | +122.7% | +102.6% | +20.1% | +62.6% |
| All | +518.3% | +13,925.1% | -13,406.8% | +120.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling