+121.4%
BKR vs PWR
+2,415.0%
-2,293.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.3% | -6.0% |
| 7D | -6.7% | -0.2% | -6.4% | -6.6% |
| 30D | -8.3% | -7.7% | -0.6% | -5.1% |
| 3M | -5.4% | -4.9% | -0.5% | -4.9% |
| 6M | +0.8% | +9.7% | -8.9% | -7.1% |
| YTD | +31.8% | +46.7% | -14.8% | +3.8% |
| 1Y | +28.6% | +58.7% | -30.1% | -4.0% |
| 3Y | +71.2% | +200.7% | -129.5% | -16.5% |
| 5Y | +179.2% | +438.6% | -259.3% | -9.5% |
| All | +121.4% | +2,415.0% | -2,293.5% | -76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling