+28.4%
BKR vs RACE
-13.1%
+41.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.2% | -6.7% |
| 7D | -6.7% | -2.2% | -4.4% | -6.5% |
| 30D | -8.3% | -0.4% | -8.0% | -8.3% |
| 3M | -5.4% | +17.9% | -23.3% | -6.6% |
| 6M | +0.8% | +19.3% | -18.5% | -0.7% |
| YTD | +31.8% | +11.9% | +20.0% | +30.3% |
| All | +28.4% | -13.1% | +41.5% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling