+419.8%
BKR vs WM
+29,035.9%
-28,616.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.2% | +3.2% |
| 7D | -0.4% | +0.8% | -1.2% | -0.7% |
| 30D | -11.6% | +13.8% | -25.4% | -14.3% |
| 3M | -23.4% | +6.4% | -29.8% | -24.6% |
| 6M | -22.9% | +13.2% | -36.1% | -25.4% |
| YTD | +10.2% | +10.8% | -0.6% | +6.9% |
| 1Y | +2.5% | +20.2% | -17.7% | -2.3% |
| 3Y | +53.1% | +46.5% | +6.7% | +38.8% |
| 5Y | +127.1% | +61.3% | +65.9% | +100.8% |
| 10Y | +56.4% | +324.8% | -268.4% | +14.9% |
| All | +419.8% | +29,035.9% | -28,616.1% | +251.3% |
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