+84.5%
BKR vs URI
+125.2%
-40.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.8% | -0.8% |
| 7D | -1.5% | +5.0% | -6.5% | -3.0% |
| 30D | -0.7% | -9.4% | +8.7% | +2.2% |
| 3M | +0.5% | -5.8% | +6.3% | +1.7% |
| 6M | +6.6% | +25.8% | -19.2% | -2.7% |
| YTD | +41.3% | +27.9% | +13.4% | +26.8% |
| 1Y | +42.2% | +9.7% | +32.5% | +34.2% |
| All | +84.5% | +125.2% | -40.7% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 3y: compounded portfolio wealth divided by compounded URI 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…
3y analysis · Full analysis span regression · 6 months rolling