+28.4%
BKR vs USAR
+16.6%
+11.9%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.0% | -0.7% | -6.3% |
| 7D | -6.7% | -9.3% | +2.7% | -6.1% |
| 30D | -8.3% | -15.2% | +6.8% | -7.6% |
| 3M | -5.4% | -21.1% | +15.7% | -4.7% |
| 6M | +0.8% | -21.6% | +22.4% | +1.1% |
| YTD | +31.8% | +34.8% | -2.9% | +29.5% |
| All | +28.4% | +16.6% | +11.9% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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