+173.2%
BKR vs RVTY
-34.9%
+208.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.3% | -6.2% |
| 7D | -6.7% | -7.4% | +0.8% | -5.3% |
| 30D | -8.3% | +4.5% | -12.8% | -9.2% |
| 3M | -5.4% | +19.5% | -24.9% | -9.0% |
| 6M | +0.8% | +34.1% | -33.3% | -5.8% |
| YTD | +31.8% | +25.3% | +6.6% | +24.7% |
| 1Y | +28.6% | +47.0% | -18.4% | +17.1% |
| 3Y | +71.2% | +14.1% | +57.1% | +62.2% |
| All | +173.2% | -34.9% | +208.1% | +160.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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