+120.2%
BKR vs RUN
+42.2%
+78.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -7.0% | -3.7% | -3.3% | -6.6% |
| 30D | -8.1% | -13.0% | +4.9% | -6.9% |
| 3M | -6.6% | -31.8% | +25.2% | -3.5% |
| 6M | +0.9% | -32.2% | +33.1% | +3.7% |
| YTD | +31.1% | -53.5% | +84.6% | +38.1% |
| 1Y | +27.7% | -46.5% | +74.2% | +31.4% |
| 3Y | +71.2% | -37.6% | +108.8% | +49.0% |
| 5Y | +177.6% | -80.9% | +258.5% | +166.1% |
| All | +120.2% | +42.2% | +78.0% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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