+171.6%
BKR vs PSX
+362.1%
-190.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -0.8% |
| 7D | -7.0% | +1.7% | -8.7% | -7.9% |
| 30D | -8.1% | +15.6% | -23.8% | -15.7% |
| 3M | -6.6% | +46.5% | -53.1% | -25.8% |
| 6M | +0.9% | +55.0% | -54.2% | -23.2% |
| YTD | +31.1% | +105.3% | -74.2% | -16.6% |
| 1Y | +27.7% | +101.6% | -73.9% | -18.0% |
| 3Y | +71.2% | +134.1% | -62.9% | -3.9% |
| All | +171.6% | +362.1% | -190.5% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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