+9.7%
BKR vs XYZ
+19.9%
-10.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +15.3% | -20.8% | -5.3% |
| 7D | -8.8% | +16.5% | -25.3% | -8.6% |
| 30D | -13.1% | +15.0% | -28.0% | -12.9% |
| 3M | -18.9% | +3.5% | -22.4% | -18.5% |
| 6M | -27.2% | +21.9% | -49.1% | -27.5% |
| YTD | +10.7% | +34.6% | -23.9% | +8.8% |
| 1Y | +9.7% | +20.7% | -11.1% | +8.9% |
| All | +9.7% | +19.9% | -10.2% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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