+208.9%
BKR vs STLD
+8,245.9%
-8,037.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.2% | +4.4% | +2.4% |
| 7D | +3.8% | +2.9% | +0.8% | +2.6% |
| 30D | -10.3% | -5.6% | -4.7% | -8.4% |
| 3M | -21.7% | -11.7% | -10.0% | -18.4% |
| 6M | -23.8% | -2.8% | -21.0% | -23.7% |
| YTD | +10.3% | +36.4% | -26.2% | -3.3% |
| 1Y | +5.7% | +50.0% | -44.3% | -10.5% |
| 3Y | +52.6% | +122.3% | -69.7% | +9.4% |
| 5Y | +127.1% | +273.2% | -146.1% | +28.0% |
| 10Y | +56.5% | +763.8% | -707.4% | -37.6% |
| All | +208.9% | +8,245.9% | -8,037.0% | -41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling