+173.2%
BKR vs RMD
-22.6%
+195.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.5% | -6.6% |
| 7D | -6.7% | -4.2% | -2.5% | -6.1% |
| 30D | -8.3% | -2.1% | -6.3% | -8.1% |
| 3M | -5.4% | +13.8% | -19.2% | -7.6% |
| 6M | +0.8% | -10.6% | +11.4% | +2.3% |
| YTD | +31.8% | -8.1% | +39.9% | +33.0% |
| 1Y | +28.6% | -18.0% | +46.5% | +32.0% |
| 3Y | +71.2% | +52.9% | +18.4% | +57.0% |
| All | +173.2% | -22.6% | +195.7% | +159.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling