+347.3%
BKR vs WCC
+1,675.2%
-1,328.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.2% | -3.4% | -5.6% |
| 7D | -6.7% | +1.7% | -8.3% | -7.1% |
| 30D | -8.3% | -6.1% | -2.3% | -6.7% |
| 3M | -5.4% | +3.1% | -8.5% | -7.0% |
| 6M | +0.8% | +28.2% | -27.4% | -8.3% |
| YTD | +31.8% | +41.1% | -9.2% | +16.0% |
| 1Y | +28.6% | +61.3% | -32.7% | +7.8% |
| 3Y | +71.2% | +123.6% | -52.4% | +23.3% |
| 5Y | +179.2% | +214.8% | -35.6% | +70.5% |
| 10Y | +124.0% | +513.6% | -389.7% | +2.6% |
| All | +347.3% | +1,675.2% | -1,328.0% | +53.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling