+71.2%
BKR vs PSLV
+165.9%
-94.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -7.0% | -3.5% | -3.5% | -6.5% |
| 30D | -8.1% | -2.1% | -6.0% | -7.9% |
| 3M | -6.6% | -1.6% | -5.0% | -6.6% |
| 6M | +0.9% | -25.5% | +26.4% | +4.5% |
| YTD | +31.1% | -11.4% | +42.5% | +28.7% |
| 1Y | +27.7% | +48.6% | -20.9% | +12.0% |
| 3Y | +71.2% | +166.9% | -95.7% | +30.5% |
| All | +71.2% | +165.9% | -94.6% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 3y: compounded portfolio wealth divided by compounded PSLV 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…
3y analysis · Full analysis span regression · 6 months rolling