+27.7%
BKR vs W
+10.7%
+17.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.6% |
| 7D | -7.0% | -0.9% | -6.1% | -6.9% |
| 30D | -8.1% | -4.2% | -3.9% | -8.0% |
| 3M | -6.6% | +26.9% | -33.5% | -8.2% |
| 6M | +0.9% | +31.2% | -30.4% | -1.5% |
| YTD | +31.1% | -1.8% | +32.9% | +31.1% |
| 1Y | +27.7% | +9.3% | +18.4% | +23.1% |
| All | +27.7% | +10.7% | +17.0% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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