+9.7%
BKR vs WMB
+22.7%
-13.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -6.4% | +0.8% | -2.5% |
| 7D | -8.8% | -8.6% | -0.1% | -4.7% |
| 30D | -13.1% | -4.2% | -8.9% | -11.1% |
| 3M | -18.9% | -4.4% | -14.5% | -16.9% |
| 6M | -27.2% | -8.7% | -18.5% | -24.7% |
| YTD | +10.7% | +15.4% | -4.7% | +0.1% |
| 1Y | +9.7% | +23.7% | -14.1% | -5.5% |
| All | +9.7% | +22.7% | -13.0% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling