+171.6%
BKR vs RVMD
+576.1%
-404.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -7.0% | -3.0% | -4.0% | -6.8% |
| 30D | -8.1% | -0.7% | -7.4% | -8.1% |
| 3M | -6.6% | +36.5% | -43.2% | -8.9% |
| 6M | +0.9% | +104.6% | -103.8% | -5.5% |
| YTD | +31.1% | +155.8% | -124.7% | +19.4% |
| 1Y | +27.7% | +340.7% | -313.0% | +10.0% |
| 3Y | +71.2% | +519.9% | -448.7% | +40.0% |
| All | +171.6% | +576.1% | -404.5% | +114.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 5y: compounded portfolio wealth divided by compounded RVMD 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…
5y analysis · Full analysis span regression · 6 months rolling