+28.4%
BKR vs USFD
+23.2%
+5.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.4% | -5.2% | -6.6% |
| 7D | -6.7% | -8.0% | +1.3% | -6.2% |
| 30D | -8.3% | -13.1% | +4.7% | -7.7% |
| 3M | -5.4% | +6.5% | -11.9% | -6.4% |
| 6M | +0.8% | +5.7% | -4.9% | +0.2% |
| YTD | +31.8% | +27.5% | +4.3% | +28.3% |
| All | +28.4% | +23.2% | +5.3% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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