+171.6%
BKR vs VRSK
-11.8%
+183.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -7.0% | -5.2% | -1.8% | -6.6% |
| 30D | -8.1% | -2.3% | -5.8% | -8.0% |
| 3M | -6.6% | -2.9% | -3.7% | -6.8% |
| 6M | +0.9% | -12.8% | +13.7% | +1.9% |
| YTD | +31.1% | -20.8% | +51.9% | +33.9% |
| 1Y | +27.7% | -33.2% | +60.9% | +34.1% |
| 3Y | +71.2% | -26.6% | +97.8% | +76.5% |
| All | +171.6% | -11.8% | +183.4% | +162.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 5y: compounded portfolio wealth divided by compounded VRSK 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…
5y analysis · Full analysis span regression · 6 months rolling