+28.4%
BKR vs RBA
-30.3%
+58.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.7% | -6.6% |
| 7D | -6.7% | -3.3% | -3.4% | -6.6% |
| 30D | -8.3% | -9.8% | +1.4% | -8.1% |
| 3M | -5.4% | -23.5% | +18.1% | -4.6% |
| 6M | +0.8% | -21.5% | +22.3% | +1.5% |
| YTD | +31.8% | -21.2% | +53.0% | +33.1% |
| All | +28.4% | -30.3% | +58.7% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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