+407.2%
BKR vs USB
+8,285.0%
-7,877.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.5% | -1.3% | +0.2% |
| 7D | -8.7% | +0.8% | -9.4% | -9.0% |
| 30D | -14.6% | +6.8% | -21.3% | -16.9% |
| 3M | -21.3% | -3.8% | -17.5% | -20.3% |
| 6M | -23.9% | +11.7% | -35.6% | -27.7% |
| YTD | +7.5% | +17.5% | -9.9% | -0.2% |
| 1Y | +2.3% | +33.8% | -31.5% | -10.0% |
| 3Y | +51.3% | +104.2% | -52.9% | +11.3% |
| 5Y | +113.4% | +26.4% | +87.0% | +84.5% |
| 10Y | +51.7% | +89.2% | -37.5% | +13.7% |
| All | +407.2% | +8,285.0% | -7,877.8% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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