-0.7%
BKR vs XLRE
+11.7%
-12.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.8% | -5.5% | -7.2% |
| 7D | -15.2% | +2.9% | -18.1% | -15.4% |
| 30D | -19.1% | +7.8% | -26.9% | -19.9% |
| 3M | -24.8% | -1.2% | -23.6% | -24.5% |
| 6M | -31.6% | +2.0% | -33.6% | -32.2% |
| YTD | +2.5% | +12.4% | -9.9% | -6.8% |
| 1Y | -0.7% | +12.1% | -12.8% | -9.4% |
| All | -0.7% | +11.7% | -12.4% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 1y: compounded portfolio wealth divided by compounded XLRE 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…
1y analysis · Full analysis span regression · 6 months rolling