+119.3%
BKR vs RACE
+647.6%
-528.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.4% |
| 7D | +1.7% | -2.5% | +4.3% | +2.6% |
| 30D | +3.3% | +0.8% | +2.6% | +2.9% |
| 3M | -3.6% | +17.2% | -20.7% | -9.5% |
| 6M | +5.0% | +13.6% | -8.5% | -1.0% |
| YTD | +40.9% | +12.2% | +28.7% | +32.9% |
| 1Y | +39.2% | -16.3% | +55.5% | +45.2% |
| 3Y | +83.7% | +36.4% | +47.3% | +52.6% |
| 5Y | +207.5% | +95.0% | +112.6% | +111.7% |
| 10Y | +136.3% | +813.2% | -676.9% | -13.5% |
| All | +119.3% | +647.6% | -528.3% | -27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling