+204.3%
BKR vs ROIV
+289.9%
-85.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.6% | -6.5% |
| 7D | -6.7% | +19.0% | -25.6% | -7.8% |
| 30D | -8.3% | +16.1% | -24.5% | -9.4% |
| 3M | -5.4% | +44.1% | -49.5% | -7.9% |
| 6M | +0.8% | +37.8% | -37.0% | -1.7% |
| YTD | +31.8% | +88.7% | -56.8% | +25.6% |
| 1Y | +28.6% | +197.3% | -168.7% | +18.4% |
| 3Y | +71.2% | +224.9% | -153.7% | +55.0% |
| 5Y | +179.2% | +311.0% | -131.8% | +125.9% |
| All | +204.3% | +289.9% | -85.6% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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