+9.7%
BKR vs WEC
+9.7%
0.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.3% | -7.9% | -5.3% |
| 7D | -8.8% | +6.9% | -15.7% | -8.4% |
| 30D | -13.1% | +16.6% | -29.7% | -12.7% |
| 3M | -18.9% | +9.1% | -28.0% | -18.5% |
| 6M | -27.2% | +3.2% | -30.4% | -26.8% |
| YTD | +10.7% | +14.9% | -4.2% | +5.3% |
| 1Y | +9.7% | +9.2% | +0.5% | +5.2% |
| All | +9.7% | +9.7% | 0.0% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling