+521.9%
BKR vs XEL
+1,926.0%
-1,404.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.6% | -6.3% |
| 7D | -6.7% | -1.2% | -5.4% | -6.3% |
| 30D | -8.3% | -2.9% | -5.5% | -7.5% |
| 3M | -5.4% | -2.7% | -2.7% | -4.8% |
| 6M | +0.8% | -6.5% | +7.3% | +2.5% |
| YTD | +31.8% | +3.6% | +28.2% | +29.5% |
| 1Y | +28.6% | +7.5% | +21.1% | +24.6% |
| 3Y | +71.2% | +46.3% | +24.9% | +47.9% |
| 5Y | +179.2% | +30.5% | +148.7% | +148.4% |
| 10Y | +124.0% | +151.4% | -27.5% | +57.3% |
| All | +521.9% | +1,926.0% | -1,404.1% | +131.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling