+173.2%
BKR vs W
-62.6%
+235.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -9.0% |
| 6M | +0.8% | +30.2% | -29.4% | -2.8% |
| YTD | +31.8% | -2.9% | +34.8% | +30.1% |
| 1Y | +28.6% | +11.6% | +17.0% | +24.6% |
| 3Y | +71.2% | +37.0% | +34.3% | +55.2% |
| All | +173.2% | -62.6% | +235.8% | +147.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling