+305.9%
BKR vs RSG
+1,999.8%
-1,693.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.0% | -6.4% |
| 7D | -6.7% | -1.8% | -4.9% | -6.0% |
| 30D | -8.3% | +2.8% | -11.1% | -9.3% |
| 3M | -5.4% | +4.3% | -9.7% | -7.2% |
| 6M | +0.8% | -0.5% | +1.3% | +0.3% |
| YTD | +31.8% | +5.2% | +26.6% | +28.3% |
| 1Y | +28.6% | -2.1% | +30.7% | +28.3% |
| 3Y | +71.2% | +56.5% | +14.7% | +42.2% |
| 5Y | +179.2% | +89.5% | +89.7% | +113.4% |
| 10Y | +124.0% | +424.8% | -300.8% | +21.6% |
| All | +305.9% | +1,999.8% | -1,693.9% | +56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling