+120.2%
BKR vs VIAV
+419.4%
-299.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.6% | -4.2% | -1.6% |
| 7D | -7.0% | +11.2% | -18.2% | -9.9% |
| 30D | -8.1% | -10.1% | +2.0% | -5.9% |
| 3M | -6.6% | -22.9% | +16.2% | -1.9% |
| 6M | +0.9% | +28.8% | -27.9% | -12.0% |
| YTD | +31.1% | +117.5% | -86.4% | -6.5% |
| 1Y | +27.7% | +216.1% | -188.4% | -21.6% |
| 3Y | +71.2% | +292.2% | -221.0% | -6.8% |
| 5Y | +177.6% | +141.0% | +36.7% | +76.5% |
| All | +120.2% | +419.4% | -299.3% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 10y: compounded portfolio wealth divided by compounded VIAV 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…
10y analysis · Full analysis span regression · 6 months rolling