+569.2%
BKR vs PTC
+5,991.9%
-5,422.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.5% | +6.2% | +1.5% |
| 7D | +0.4% | -12.8% | +13.2% | +2.6% |
| 30D | +3.9% | -9.8% | +13.6% | +5.4% |
| 3M | -1.1% | -2.1% | +1.0% | -1.3% |
| 6M | +7.6% | -18.1% | +25.7% | +10.2% |
| YTD | +41.9% | -23.5% | +65.4% | +46.5% |
| 1Y | +42.2% | -37.4% | +79.6% | +51.6% |
| 3Y | +84.3% | -7.2% | +91.5% | +83.4% |
| 5Y | +215.7% | +2.7% | +213.0% | +205.8% |
| 10Y | +130.9% | +203.4% | -72.5% | +87.0% |
| All | +569.2% | +5,991.9% | -5,422.7% | +229.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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