+120.2%
BKR vs XPO
+1,516.3%
-1,396.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -7.0% | -5.7% | -1.3% | -5.5% |
| 30D | -8.1% | -12.8% | +4.7% | -4.7% |
| 3M | -6.6% | -20.0% | +13.4% | -1.2% |
| 6M | +0.9% | -6.0% | +6.9% | +1.5% |
| YTD | +31.1% | +34.0% | -3.0% | +18.5% |
| 1Y | +27.7% | +35.6% | -7.8% | +14.2% |
| 3Y | +71.2% | +152.3% | -81.1% | +22.1% |
| 5Y | +177.6% | +264.4% | -86.7% | +66.3% |
| All | +120.2% | +1,516.3% | -1,396.1% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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