+120.2%
BKR vs SRE
+122.3%
-2.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.2% |
| 7D | -7.0% | -0.8% | -6.2% | -6.6% |
| 30D | -8.1% | -3.0% | -5.1% | -6.9% |
| 3M | -6.6% | -8.3% | +1.7% | -2.8% |
| 6M | +0.9% | -8.9% | +9.8% | +5.0% |
| YTD | +31.1% | -4.3% | +35.4% | +32.6% |
| 1Y | +27.7% | +2.7% | +25.0% | +24.1% |
| 3Y | +71.2% | +28.7% | +42.6% | +42.0% |
| 5Y | +177.6% | +47.1% | +130.5% | +111.8% |
| All | +120.2% | +122.3% | -2.2% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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