+120.2%
BKR vs WM
+305.7%
-185.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -7.0% | -2.1% | -4.9% | -5.8% |
| 30D | -8.1% | -5.3% | -2.9% | -5.3% |
| 3M | -6.6% | -2.0% | -4.6% | -6.3% |
| 6M | +0.9% | -8.6% | +9.4% | +4.9% |
| YTD | +31.1% | -1.6% | +32.7% | +29.9% |
| 1Y | +27.7% | -1.2% | +28.9% | +25.6% |
| 3Y | +71.2% | +41.9% | +29.3% | +27.6% |
| 5Y | +177.6% | +49.6% | +128.1% | +92.9% |
| All | +120.2% | +305.7% | -185.5% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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