+55.5%
BKR vs RACE
+729.2%
-673.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.7% |
| 7D | +3.8% | -1.2% | +5.0% | +4.2% |
| 30D | -10.3% | +6.1% | -16.4% | -12.3% |
| 3M | -21.7% | -0.3% | -21.4% | -22.0% |
| 6M | -23.8% | +23.4% | -47.2% | -30.0% |
| YTD | +10.3% | +12.5% | -2.3% | +3.6% |
| 1Y | +5.7% | -0.5% | +6.2% | +3.9% |
| 3Y | +52.6% | +23.6% | +29.0% | +32.1% |
| 5Y | +127.1% | +65.4% | +61.7% | +69.2% |
| All | +55.5% | +729.2% | -673.7% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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