+173.2%
BKR vs S
-69.1%
+242.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.9% | -8.6% | -6.8% |
| 7D | -6.7% | +0.1% | -6.7% | -6.7% |
| 30D | -8.3% | -11.8% | +3.5% | -7.7% |
| 3M | -5.4% | +33.9% | -39.3% | -7.7% |
| 6M | +0.8% | +40.1% | -39.3% | -2.2% |
| YTD | +31.8% | +32.1% | -0.2% | +28.3% |
| 1Y | +28.6% | +11.0% | +17.5% | +26.6% |
| 3Y | +71.2% | +16.9% | +54.3% | +66.6% |
| All | +173.2% | -69.1% | +242.3% | +173.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling