+171.6%
BKR vs SONY
+9.6%
+162.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.1% |
| 7D | -7.0% | -2.7% | -4.3% | -6.3% |
| 30D | -8.1% | +1.5% | -9.7% | -8.7% |
| 3M | -6.6% | +13.0% | -19.6% | -10.4% |
| 6M | +0.9% | +11.2% | -10.4% | -3.1% |
| YTD | +31.1% | -6.6% | +37.7% | +33.0% |
| 1Y | +27.7% | -18.1% | +45.8% | +35.0% |
| 3Y | +71.2% | +42.1% | +29.1% | +48.2% |
| All | +171.6% | +9.6% | +162.0% | +143.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling