+127.1%
BKR vs WM
+60.7%
+66.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.2% | +3.1% |
| 7D | -0.4% | +0.8% | -1.2% | -0.7% |
| 30D | -11.6% | +13.8% | -25.4% | -14.6% |
| 3M | -23.4% | +6.4% | -29.8% | -24.7% |
| 6M | -22.9% | +13.2% | -36.1% | -26.0% |
| YTD | +10.2% | +10.8% | -0.6% | +6.0% |
| 1Y | +2.5% | +20.2% | -17.7% | -4.2% |
| 3Y | +53.1% | +46.5% | +6.7% | +30.6% |
| 5Y | +127.1% | +61.3% | +65.9% | +81.7% |
| All | +127.1% | +60.7% | +66.4% | +81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling