+179.2%
BKR vs WST
-24.9%
+204.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.2% | -8.8% | -6.9% |
| 7D | -6.7% | +0.4% | -7.1% | -6.7% |
| 30D | -8.3% | -2.0% | -6.3% | -8.1% |
| 3M | -5.4% | +4.1% | -9.5% | -6.1% |
| 6M | +0.8% | +47.4% | -46.6% | -4.8% |
| YTD | +31.8% | +25.4% | +6.4% | +27.1% |
| 1Y | +28.6% | +35.3% | -6.7% | +22.6% |
| 3Y | +71.2% | -11.7% | +82.9% | +66.3% |
| 5Y | +179.2% | -24.0% | +203.2% | +143.8% |
| All | +179.2% | -24.9% | +204.2% | +143.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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