+9.7%
BKR vs WWD
+27.2%
-17.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.9% | -3.6% | -5.3% |
| 7D | -8.8% | +7.3% | -16.1% | -9.7% |
| 30D | -13.1% | -2.0% | -11.1% | -12.8% |
| 3M | -18.9% | -12.6% | -6.3% | -17.4% |
| 6M | -27.2% | -8.4% | -18.8% | -26.9% |
| YTD | +10.7% | +8.2% | +2.5% | +8.7% |
| 1Y | +9.7% | +26.5% | -16.9% | +8.1% |
| All | +9.7% | +27.2% | -17.5% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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