+71.2%
BKR vs WY
-24.8%
+96.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -7.0% | -4.2% | -2.8% | -5.9% |
| 30D | -8.1% | -10.1% | +2.0% | -5.4% |
| 3M | -6.6% | -8.5% | +1.9% | -4.7% |
| 6M | +0.9% | -3.3% | +4.2% | +0.6% |
| YTD | +31.1% | -4.4% | +35.5% | +30.7% |
| 1Y | +27.7% | -11.5% | +39.2% | +31.2% |
| 3Y | +71.2% | -24.3% | +95.5% | +79.2% |
| All | +71.2% | -24.8% | +96.0% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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