+120.2%
BKR vs RSG
+428.9%
-308.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.3% | -1.0% |
| 7D | -7.0% | 0.0% | -7.0% | -7.0% |
| 30D | -8.1% | +4.0% | -12.1% | -10.3% |
| 3M | -6.6% | +7.4% | -14.0% | -11.2% |
| 6M | +0.9% | +0.1% | +0.8% | -0.5% |
| YTD | +31.1% | +6.0% | +25.1% | +24.4% |
| 1Y | +27.7% | -3.0% | +30.7% | +28.0% |
| 3Y | +71.2% | +56.5% | +14.7% | +19.9% |
| 5Y | +177.6% | +90.9% | +86.7% | +60.3% |
| All | +120.2% | +428.9% | -308.8% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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