+178.6%
BKR vs PSX
+1,156.1%
-977.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.1% |
| 7D | -6.7% | +1.5% | -8.2% | -7.5% |
| 30D | -8.3% | +15.8% | -24.2% | -16.5% |
| 3M | -5.4% | +43.0% | -48.4% | -24.9% |
| 6M | +0.8% | +61.1% | -60.3% | -26.6% |
| YTD | +31.8% | +104.5% | -72.7% | -18.0% |
| 1Y | +28.6% | +102.5% | -74.0% | -19.7% |
| 3Y | +71.2% | +133.5% | -62.3% | -5.6% |
| 5Y | +179.2% | +367.0% | -187.7% | -4.4% |
| 10Y | +124.0% | +382.3% | -258.4% | -27.6% |
| All | +178.6% | +1,156.1% | -977.4% | -26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling