+120.2%
BKR vs SIRI
-10.2%
+130.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | -7.0% | +0.6% | -7.5% | -7.1% |
| 30D | -8.1% | +2.5% | -10.6% | -8.8% |
| 3M | -6.6% | +6.6% | -13.2% | -8.5% |
| 6M | +0.9% | +32.9% | -32.0% | -7.0% |
| YTD | +31.1% | +50.5% | -19.4% | +16.7% |
| 1Y | +27.7% | +28.0% | -0.3% | +18.1% |
| 3Y | +71.2% | -22.4% | +93.6% | +69.4% |
| 5Y | +177.6% | -41.3% | +218.9% | +176.6% |
| All | +120.2% | -10.2% | +130.4% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling