+225.3%
BKR vs ROIV
+232.7%
-7.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.3% |
| 7D | +1.7% | +0.6% | +1.1% | +1.7% |
| 30D | +3.3% | +1.0% | +2.4% | +3.2% |
| 3M | -3.6% | +18.3% | -21.9% | -4.8% |
| 6M | +5.0% | +18.3% | -13.3% | +3.6% |
| YTD | +40.9% | +61.0% | -20.0% | +35.8% |
| 1Y | +39.2% | +177.9% | -138.7% | +28.8% |
| 3Y | +83.7% | +199.1% | -115.3% | +67.6% |
| 5Y | +207.5% | +250.7% | -43.2% | +151.6% |
| All | +225.3% | +232.7% | -7.3% | +158.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling