+795.3%
BKR vs WWD
+15,025.1%
-14,229.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.3% |
| 7D | -1.5% | +0.6% | -2.2% | -1.8% |
| 30D | -0.7% | -5.1% | +4.4% | +1.1% |
| 3M | +0.5% | -11.2% | +11.7% | +4.0% |
| 6M | +6.6% | -12.0% | +18.7% | +9.8% |
| YTD | +41.3% | +12.0% | +29.3% | +32.6% |
| 1Y | +42.2% | +42.8% | -0.6% | +21.1% |
| 3Y | +83.4% | +168.9% | -85.5% | +21.5% |
| 5Y | +203.6% | +192.2% | +11.4% | +90.0% |
| 10Y | +139.9% | +495.3% | -355.3% | +15.1% |
| All | +795.3% | +15,025.1% | -14,229.8% | +187.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling