+135.5%
BKR vs WPM
+5,810.9%
-5,675.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.7% | -3.0% | -5.7% |
| 7D | -6.7% | -3.6% | -3.1% | -5.7% |
| 30D | -8.3% | +12.5% | -20.8% | -11.6% |
| 3M | -5.4% | +40.6% | -46.0% | -14.6% |
| 6M | +0.8% | +0.5% | +0.3% | -1.3% |
| YTD | +31.8% | +29.0% | +2.8% | +19.6% |
| 1Y | +28.6% | +43.8% | -15.2% | +12.4% |
| 3Y | +71.2% | +266.3% | -195.1% | +12.2% |
| 5Y | +179.2% | +255.1% | -75.9% | +80.9% |
| 10Y | +124.0% | +526.8% | -402.9% | +11.8% |
| All | +135.5% | +5,810.9% | -5,675.4% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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