+120.2%
BKR vs WAT
+170.9%
-50.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.2% | -1.1% |
| 7D | -7.0% | -0.3% | -6.7% | -6.9% |
| 30D | -8.1% | -1.9% | -6.2% | -7.6% |
| 3M | -6.6% | +13.5% | -20.1% | -10.8% |
| 6M | +0.9% | +37.2% | -36.4% | -10.7% |
| YTD | +31.1% | +7.5% | +23.6% | +25.6% |
| 1Y | +27.7% | +35.0% | -7.3% | +11.9% |
| 3Y | +71.2% | +55.1% | +16.1% | +34.9% |
| 5Y | +177.6% | -2.8% | +180.5% | +161.9% |
| All | +120.2% | +170.9% | -50.8% | +33.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling