+171.6%
BKR vs XPO
+261.3%
-89.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -7.0% | -5.7% | -1.3% | -6.0% |
| 30D | -8.1% | -12.8% | +4.7% | -5.8% |
| 3M | -6.6% | -20.0% | +13.4% | -2.8% |
| 6M | +0.9% | -6.0% | +6.9% | +1.3% |
| YTD | +31.1% | +34.0% | -3.0% | +22.1% |
| 1Y | +27.7% | +35.6% | -7.8% | +18.1% |
| 3Y | +71.2% | +152.3% | -81.1% | +39.0% |
| All | +171.6% | +261.3% | -89.7% | +93.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling