+268.1%
BKR vs URI
+7,172.6%
-6,904.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.1% | +0.5% |
| 7D | +0.4% | +2.5% | -2.1% | -0.4% |
| 30D | +3.9% | -12.5% | +16.4% | +7.9% |
| 3M | -1.1% | -6.2% | +5.1% | +0.2% |
| 6M | +7.6% | +25.9% | -18.2% | -1.2% |
| YTD | +41.9% | +26.2% | +15.7% | +29.3% |
| 1Y | +42.2% | +5.5% | +36.8% | +36.2% |
| 3Y | +84.3% | +125.0% | -40.7% | +37.7% |
| 5Y | +215.7% | +210.4% | +5.3% | +108.6% |
| 10Y | +130.9% | +1,157.2% | -1,026.3% | -0.7% |
| All | +268.1% | +7,172.6% | -6,904.5% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling