+43.4%
KO vs BKR
+1.2%
+42.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.4% | +7.3% | -0.5% |
| 7D | +3.1% | -15.2% | +18.4% | +2.2% |
| 30D | +11.1% | -19.1% | +30.2% | +10.0% |
| 3M | +10.9% | -24.8% | +35.7% | +9.6% |
| 6M | +23.5% | -31.6% | +55.1% | +22.2% |
| YTD | +39.6% | +2.5% | +37.0% | +35.1% |
| 1Y | +43.4% | -0.7% | +44.2% | +39.0% |
| All | +43.4% | +1.2% | +42.2% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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