+186.1%
BKR vs RDW
-0.7%
+186.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.4% |
| 7D | -7.0% | +0.9% | -7.8% | -7.1% |
| 30D | -8.1% | -21.3% | +13.2% | -6.6% |
| 3M | -6.6% | -37.9% | +31.2% | -4.1% |
| 6M | +0.9% | +12.3% | -11.4% | -2.3% |
| YTD | +31.1% | +39.7% | -8.6% | +23.2% |
| 1Y | +27.7% | +25.7% | +2.0% | +19.8% |
| 3Y | +71.2% | +230.8% | -159.6% | +41.7% |
| 5Y | +177.6% | -8.8% | +186.4% | +136.3% |
| All | +186.1% | -0.7% | +186.9% | +138.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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