+173.2%
BKR vs WING
-36.9%
+210.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.6% | -6.7% |
| 7D | -6.7% | +0.2% | -6.9% | -6.7% |
| 30D | -8.3% | -0.5% | -7.9% | -8.4% |
| 3M | -5.4% | -23.9% | +18.5% | -4.6% |
| 6M | +0.8% | -48.9% | +49.7% | +3.6% |
| YTD | +31.8% | -53.3% | +85.2% | +35.8% |
| 1Y | +28.6% | -60.3% | +88.9% | +33.5% |
| 3Y | +71.2% | -30.1% | +101.3% | +67.4% |
| All | +173.2% | -36.9% | +210.1% | +164.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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