+173.2%
BKR vs WMB
+267.4%
-94.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.1% | -3.6% | -4.4% |
| 7D | -6.7% | -1.7% | -5.0% | -5.4% |
| 30D | -8.3% | +0.7% | -9.1% | -9.0% |
| 3M | -5.4% | +1.5% | -6.9% | -7.4% |
| 6M | +0.8% | +0.1% | +0.7% | -0.6% |
| YTD | +31.8% | +22.9% | +8.9% | +9.7% |
| 1Y | +28.6% | +27.9% | +0.7% | +2.9% |
| 3Y | +71.2% | +139.1% | -67.9% | -24.7% |
| All | +173.2% | +267.4% | -94.3% | -19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling