+521.9%
BKR vs RRX
+3,748.6%
-3,226.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.9% | -4.7% | -6.0% |
| 7D | -6.7% | -3.7% | -2.9% | -5.3% |
| 30D | -8.3% | -9.3% | +0.9% | -5.1% |
| 3M | -5.4% | -21.8% | +16.4% | +1.6% |
| 6M | +0.8% | -22.0% | +22.8% | +7.0% |
| YTD | +31.8% | +11.9% | +19.9% | +20.9% |
| 1Y | +28.6% | +11.6% | +17.0% | +17.0% |
| 3Y | +71.2% | +2.2% | +69.1% | +53.4% |
| 5Y | +179.2% | +14.9% | +164.4% | +130.5% |
| 10Y | +124.0% | +214.2% | -90.3% | +27.4% |
| All | +521.9% | +3,748.6% | -3,226.7% | +196.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling