+63.0%
BKR vs XME
+231.2%
-168.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.7% | -3.0% | -4.2% |
| 7D | -6.7% | -3.0% | -3.6% | -4.6% |
| 30D | -8.3% | -2.6% | -5.8% | -7.0% |
| 3M | -5.4% | +2.2% | -7.5% | -7.9% |
| 6M | +0.8% | +0.7% | +0.1% | -2.3% |
| YTD | +31.8% | +10.9% | +20.9% | +18.1% |
| 1Y | +28.6% | +35.7% | -7.1% | -1.5% |
| 3Y | +71.2% | +127.1% | -55.9% | -10.3% |
| 5Y | +179.2% | +168.5% | +10.8% | +25.8% |
| 10Y | +124.0% | +416.9% | -293.0% | -38.3% |
| All | +63.0% | +231.2% | -168.2% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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