+120.2%
BKR vs RRX
+228.4%
-108.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -2.1% |
| 7D | -7.0% | -0.3% | -6.6% | -6.9% |
| 30D | -8.1% | -6.1% | -2.0% | -5.7% |
| 3M | -6.6% | -23.1% | +16.4% | +2.1% |
| 6M | +0.9% | -19.5% | +20.4% | +6.2% |
| YTD | +31.1% | +16.1% | +15.0% | +14.4% |
| 1Y | +27.7% | +12.9% | +14.8% | +11.6% |
| 3Y | +71.2% | +7.9% | +63.3% | +42.6% |
| 5Y | +177.6% | +19.1% | +158.5% | +102.3% |
| All | +120.2% | +228.4% | -108.2% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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