+120.2%
BKR vs RGEN
+415.7%
-295.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -7.0% | -1.4% | -5.5% | -6.8% |
| 30D | -8.1% | -0.3% | -7.8% | -8.2% |
| 3M | -6.6% | +23.9% | -30.5% | -9.2% |
| 6M | +0.9% | +38.5% | -37.7% | -3.6% |
| YTD | +31.1% | +0.8% | +30.3% | +29.9% |
| 1Y | +27.7% | +38.2% | -10.5% | +21.7% |
| 3Y | +71.2% | +1.3% | +69.9% | +65.2% |
| 5Y | +177.6% | -44.0% | +221.6% | +177.5% |
| All | +120.2% | +415.7% | -295.5% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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