+72.2%
BKR vs W
+34.3%
+37.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.7% | -4.0% | -6.4% |
| 7D | -6.7% | +0.5% | -7.1% | -6.7% |
| 30D | -8.3% | -5.6% | -2.8% | -7.9% |
| 3M | -5.4% | +41.9% | -47.3% | -9.9% |
| 6M | +0.8% | +30.2% | -29.4% | -3.7% |
| YTD | +31.8% | -2.9% | +34.8% | +29.9% |
| 1Y | +28.6% | +11.6% | +17.0% | +23.5% |
| All | +72.2% | +34.3% | +37.9% | +38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling