+120.2%
BKR vs SONY
+293.1%
-172.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.2% |
| 7D | -7.0% | -2.7% | -4.3% | -6.1% |
| 30D | -8.1% | +1.5% | -9.7% | -8.8% |
| 3M | -6.6% | +13.0% | -19.6% | -11.4% |
| 6M | +0.9% | +11.2% | -10.4% | -4.2% |
| YTD | +31.1% | -6.6% | +37.7% | +33.1% |
| 1Y | +27.7% | -18.1% | +45.8% | +36.2% |
| 3Y | +71.2% | +42.1% | +29.1% | +41.4% |
| 5Y | +177.6% | +11.0% | +166.6% | +148.6% |
| All | +120.2% | +293.1% | -172.9% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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