+71.2%
BKR vs XYZ
+46.8%
+24.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -7.0% | -4.3% | -2.7% | -6.3% |
| 30D | -8.1% | +1.2% | -9.3% | -8.4% |
| 3M | -6.6% | +14.6% | -21.3% | -9.2% |
| 6M | +0.9% | +22.6% | -21.7% | -3.4% |
| YTD | +31.1% | +21.7% | +9.4% | +24.9% |
| 1Y | +27.7% | +6.7% | +21.0% | +24.5% |
| 3Y | +71.2% | +46.8% | +24.4% | +57.9% |
| All | +71.2% | +46.8% | +24.4% | +57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling