+98.8%
BKR vs RUN
-33.9%
+132.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.9% | -4.7% | -6.5% |
| 7D | -6.7% | -3.4% | -3.3% | -6.3% |
| 30D | -8.3% | -14.0% | +5.6% | -7.1% |
| 3M | -5.4% | -27.5% | +22.1% | -3.0% |
| 6M | +0.8% | -29.0% | +29.8% | +3.1% |
| YTD | +31.8% | -53.1% | +84.9% | +38.6% |
| 1Y | +28.6% | -46.7% | +75.3% | +32.3% |
| 3Y | +71.2% | -38.3% | +109.5% | +50.7% |
| 5Y | +179.2% | -80.7% | +259.9% | +167.2% |
| 10Y | +124.0% | +42.4% | +81.5% | +38.2% |
| All | +98.8% | -33.9% | +132.7% | +27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling