+401.2%
BKR vs USB
+8,078.7%
-7,677.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.8% |
| 7D | -13.3% | 0.0% | -13.3% | -13.4% |
| 30D | -13.6% | +5.8% | -19.4% | -15.7% |
| 3M | -23.4% | -6.0% | -17.5% | -21.8% |
| 6M | -27.9% | +7.8% | -35.7% | -30.5% |
| YTD | +6.3% | +14.6% | -8.3% | -0.4% |
| 1Y | +2.3% | +31.8% | -29.5% | -9.4% |
| 3Y | +45.1% | +91.5% | -46.4% | +9.5% |
| 5Y | +114.9% | +22.0% | +92.9% | +88.4% |
| 10Y | +52.1% | +96.1% | -43.9% | +12.9% |
| All | +401.2% | +8,078.7% | -7,677.5% | +123.4% |
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