+171.6%
BKR vs WY
-22.2%
+193.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -7.0% | -4.2% | -2.8% | -5.5% |
| 30D | -8.1% | -10.1% | +2.0% | -4.6% |
| 3M | -6.6% | -8.5% | +1.9% | -4.2% |
| 6M | +0.9% | -3.3% | +4.2% | +0.8% |
| YTD | +31.1% | -4.4% | +35.5% | +31.0% |
| 1Y | +27.7% | -11.5% | +39.2% | +31.7% |
| 3Y | +71.2% | -24.3% | +95.5% | +85.0% |
| All | +171.6% | -22.2% | +193.8% | +181.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling