+120.2%
BKR vs ROP
+135.6%
-15.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -7.0% | -4.6% | -2.4% | -4.7% |
| 30D | -8.1% | -1.7% | -6.4% | -7.5% |
| 3M | -6.6% | +17.1% | -23.7% | -15.5% |
| 6M | +0.9% | +10.9% | -10.0% | -6.7% |
| YTD | +31.1% | -12.1% | +43.2% | +37.3% |
| 1Y | +27.7% | -24.2% | +52.0% | +45.8% |
| 3Y | +71.2% | -20.4% | +91.6% | +87.5% |
| 5Y | +177.6% | -15.4% | +193.0% | +183.7% |
| All | +120.2% | +135.6% | -15.5% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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