+72.2%
BKR vs WWD
+164.0%
-91.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -6.2% |
| 7D | -6.7% | -2.9% | -3.8% | -5.8% |
| 30D | -8.3% | -6.6% | -1.8% | -6.5% |
| 3M | -5.4% | -9.3% | +3.9% | -3.5% |
| 6M | +0.8% | -13.6% | +14.4% | +3.8% |
| YTD | +31.8% | +10.4% | +21.5% | +23.5% |
| 1Y | +28.6% | +39.9% | -11.3% | +8.7% |
| All | +72.2% | +164.0% | -91.8% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling