+0.8%
BKR vs SRE
-8.5%
+9.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -6.5% |
| 7D | -6.7% | -0.7% | -6.0% | -6.6% |
| 30D | -8.3% | -1.7% | -6.6% | -8.2% |
| 3M | -5.4% | -7.1% | +1.7% | -4.3% |
| 6M | +0.8% | -8.4% | +9.2% | +3.1% |
| All | +0.8% | -8.5% | +9.3% | +3.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling