+120.2%
BKR vs WCN
+235.9%
-115.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -7.0% | -3.1% | -3.9% | -5.5% |
| 30D | -8.1% | -3.4% | -4.7% | -6.5% |
| 3M | -6.6% | +3.0% | -9.6% | -8.6% |
| 6M | +0.9% | -3.8% | +4.6% | +1.7% |
| YTD | +31.1% | -8.3% | +39.4% | +35.3% |
| 1Y | +27.7% | -9.7% | +37.5% | +32.4% |
| 3Y | +71.2% | +17.2% | +54.1% | +49.2% |
| 5Y | +177.6% | +25.3% | +152.4% | +126.9% |
| All | +120.2% | +235.9% | -115.7% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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