+173.2%
BKR vs WCC
+212.3%
-39.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.2% | -3.4% | -5.8% |
| 7D | -6.7% | +1.7% | -8.3% | -7.1% |
| 30D | -8.3% | -6.1% | -2.3% | -6.9% |
| 3M | -5.4% | +3.1% | -8.5% | -6.7% |
| 6M | +0.8% | +28.2% | -27.4% | -7.2% |
| YTD | +31.8% | +41.1% | -9.2% | +17.9% |
| 1Y | +28.6% | +61.3% | -32.7% | +10.3% |
| 3Y | +71.2% | +123.6% | -52.4% | +29.6% |
| All | +173.2% | +212.3% | -39.2% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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