+219.7%
BKR vs RVMD
+620.8%
-401.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.6% | -6.4% |
| 7D | -6.7% | -3.6% | -3.1% | -6.2% |
| 30D | -8.3% | -1.1% | -7.3% | -8.3% |
| 3M | -5.4% | +41.0% | -46.4% | -9.6% |
| 6M | +0.8% | +105.7% | -104.9% | -9.5% |
| YTD | +31.8% | +155.3% | -123.5% | +13.5% |
| 1Y | +28.6% | +402.7% | -374.1% | -0.3% |
| 3Y | +71.2% | +533.1% | -461.9% | +23.4% |
| 5Y | +179.2% | +583.5% | -404.3% | +86.3% |
| All | +219.7% | +620.8% | -401.1% | +76.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling