+292.7%
BKR vs PWR
+8,619.3%
-8,326.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | 0.0% |
| 7D | -1.5% | +2.7% | -4.2% | -2.2% |
| 30D | -0.7% | -5.1% | +4.5% | +0.5% |
| 3M | +0.5% | -9.4% | +9.9% | +2.2% |
| 6M | +6.6% | +10.4% | -3.8% | +2.4% |
| YTD | +41.3% | +48.6% | -7.4% | +25.1% |
| 1Y | +42.2% | +68.0% | -25.8% | +21.5% |
| 3Y | +83.4% | +204.7% | -121.3% | +31.2% |
| 5Y | +203.6% | +451.9% | -248.3% | +84.5% |
| 10Y | +139.9% | +2,425.3% | -2,285.4% | +1.5% |
| All | +292.7% | +8,619.3% | -8,326.6% | -7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling