+173.2%
BKR vs VRSN
+32.1%
+141.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.7% | -7.3% | -6.8% |
| 7D | -6.7% | -1.5% | -5.1% | -6.4% |
| 30D | -8.3% | +0.7% | -9.1% | -8.6% |
| 3M | -5.4% | +0.6% | -6.0% | -5.8% |
| 6M | +0.8% | +21.7% | -20.9% | -4.6% |
| YTD | +31.8% | +20.0% | +11.8% | +24.8% |
| 1Y | +28.6% | +3.2% | +25.4% | +27.1% |
| 3Y | +71.2% | +42.4% | +28.9% | +50.9% |
| All | +173.2% | +32.1% | +141.1% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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