+120.2%
BKR vs RMD
+274.3%
-154.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -7.0% | -4.4% | -2.6% | -5.9% |
| 30D | -8.1% | -3.1% | -5.0% | -7.5% |
| 3M | -6.6% | +13.8% | -20.4% | -10.2% |
| 6M | +0.9% | -8.6% | +9.4% | +2.5% |
| YTD | +31.1% | -8.6% | +39.7% | +33.0% |
| 1Y | +27.7% | -19.7% | +47.4% | +33.9% |
| 3Y | +71.2% | +48.4% | +22.8% | +46.5% |
| 5Y | +177.6% | -22.7% | +200.4% | +184.2% |
| All | +120.2% | +274.3% | -154.2% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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