+40.5%
BKR vs ZYBT
-58.9%
+99.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.6% |
| 7D | -7.0% | -3.7% | -3.3% | -7.0% |
| 30D | -8.1% | 0.0% | -8.1% | -8.1% |
| 3M | -6.6% | +72.2% | -78.8% | -5.6% |
| 6M | +0.9% | +103.1% | -102.3% | +1.1% |
| YTD | +31.1% | +34.8% | -3.7% | +32.1% |
| 1Y | +27.7% | -83.2% | +110.9% | +32.9% |
| All | +40.5% | -58.9% | +99.4% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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