+9.7%
BKR vs WAT
+32.9%
-23.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.7% | -7.2% | -5.6% |
| 7D | -8.8% | -1.9% | -6.8% | -8.7% |
| 30D | -13.1% | +6.2% | -19.3% | -13.3% |
| 3M | -18.9% | +18.1% | -37.0% | -19.5% |
| 6M | -27.2% | +54.9% | -82.1% | -29.4% |
| YTD | +10.7% | +23.1% | -12.4% | +11.4% |
| 1Y | +9.7% | +27.3% | -17.6% | +10.4% |
| All | +9.7% | +32.9% | -23.3% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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