+566.3%
BKR vs WEC
+3,986.5%
-3,420.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.1% |
| 7D | -1.5% | +0.4% | -1.9% | -1.7% |
| 30D | -0.7% | +0.9% | -1.6% | -1.1% |
| 3M | +0.5% | -5.3% | +5.8% | +2.5% |
| 6M | +6.6% | -6.6% | +13.2% | +9.0% |
| YTD | +41.3% | +3.3% | +38.0% | +38.4% |
| 1Y | +42.2% | +2.1% | +40.1% | +39.7% |
| 3Y | +83.4% | +39.6% | +43.9% | +55.7% |
| 5Y | +203.6% | +31.2% | +172.5% | +160.9% |
| 10Y | +139.9% | +148.4% | -8.5% | +46.7% |
| All | +566.3% | +3,986.5% | -3,420.2% | +60.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling