+28.4%
BKR vs ROIV
+196.0%
-167.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.6% | -6.6% |
| 7D | -6.7% | +19.0% | -25.6% | -7.1% |
| 30D | -8.3% | +16.1% | -24.5% | -8.7% |
| 3M | -5.4% | +44.1% | -49.5% | -6.7% |
| 6M | +0.8% | +37.8% | -37.0% | -0.3% |
| YTD | +31.8% | +88.7% | -56.8% | +29.1% |
| All | +28.4% | +196.0% | -167.6% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling