+521.9%
BKR vs WY
+652.8%
-131.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.7% | -4.0% | -5.6% |
| 7D | -6.7% | -3.7% | -3.0% | -5.2% |
| 30D | -8.3% | -11.3% | +3.0% | -3.7% |
| 3M | -5.4% | -8.1% | +2.7% | -2.7% |
| 6M | +0.8% | -7.4% | +8.2% | +2.8% |
| YTD | +31.8% | -4.7% | +36.5% | +32.4% |
| 1Y | +28.6% | -9.2% | +37.8% | +31.3% |
| 3Y | +71.2% | -24.7% | +95.9% | +86.1% |
| 5Y | +179.2% | -21.6% | +200.8% | +193.6% |
| 10Y | +124.0% | +6.7% | +117.3% | +97.9% |
| All | +521.9% | +652.8% | -131.0% | +240.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling