+120.2%
BKR vs XEL
+151.6%
-31.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -7.0% | -0.3% | -6.7% | -6.9% |
| 30D | -8.1% | -3.9% | -4.2% | -7.0% |
| 3M | -6.6% | -2.8% | -3.8% | -6.0% |
| 6M | +0.9% | -5.4% | +6.3% | +2.1% |
| YTD | +31.1% | +3.8% | +27.3% | +28.7% |
| 1Y | +27.7% | +6.8% | +20.9% | +23.9% |
| 3Y | +71.2% | +45.6% | +25.6% | +48.1% |
| 5Y | +177.6% | +30.7% | +146.9% | +147.7% |
| All | +120.2% | +151.6% | -31.4% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling