+564.8%
BKR vs WM
+26,336.4%
-25,771.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | +1.7% | -0.3% | +2.1% | +1.8% |
| 30D | +3.3% | -2.4% | +5.7% | +3.9% |
| 3M | -3.6% | +0.4% | -4.0% | -4.0% |
| 6M | +5.0% | -9.5% | +14.5% | +6.9% |
| YTD | +40.9% | +0.5% | +40.4% | +40.1% |
| 1Y | +39.2% | -1.1% | +40.3% | +38.6% |
| 3Y | +83.7% | +46.0% | +37.7% | +66.8% |
| 5Y | +207.5% | +51.8% | +155.7% | +175.9% |
| 10Y | +136.3% | +307.5% | -171.2% | +76.0% |
| All | +564.8% | +26,336.4% | -25,771.6% | +360.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling