+5.7%
BKR vs STLD
+46.8%
-41.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.2% | +4.4% | +2.3% |
| 7D | +3.8% | +2.9% | +0.8% | +2.7% |
| 30D | -10.3% | -5.6% | -4.7% | -8.5% |
| 3M | -21.7% | -11.7% | -10.0% | -18.9% |
| 6M | -23.8% | -2.8% | -21.0% | -23.4% |
| YTD | +10.3% | +36.4% | -26.2% | -1.4% |
| 1Y | +5.7% | +50.0% | -44.3% | -10.3% |
| All | +5.7% | +46.8% | -41.1% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 1y: compounded portfolio wealth divided by compounded STLD 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…
1y analysis · Full analysis span regression · 6 months rolling