+171.6%
BKR vs WCN
+24.9%
+146.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -7.0% | -3.1% | -3.9% | -6.1% |
| 30D | -8.1% | -3.4% | -4.7% | -7.2% |
| 3M | -6.6% | +3.0% | -9.6% | -7.8% |
| 6M | +0.9% | -3.8% | +4.6% | +1.5% |
| YTD | +31.1% | -8.3% | +39.4% | +33.9% |
| 1Y | +27.7% | -9.7% | +37.5% | +31.1% |
| 3Y | +71.2% | +17.2% | +54.1% | +58.2% |
| All | +171.6% | +24.9% | +146.7% | +144.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling