+28.4%
BKR vs S
+9.3%
+19.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.9% | -8.6% | -6.7% |
| 7D | -6.7% | +0.1% | -6.7% | -6.7% |
| 30D | -8.3% | -11.8% | +3.5% | -8.1% |
| 3M | -5.4% | +33.9% | -39.3% | -6.9% |
| 6M | +0.8% | +40.1% | -39.3% | -0.7% |
| YTD | +31.8% | +32.1% | -0.2% | +30.6% |
| All | +28.4% | +9.3% | +19.2% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling