+7.7%
V vs BKR
+42.5%
-34.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -1.7% | +1.7% | -3.5% | -1.6% |
| 30D | +2.0% | +3.3% | -1.4% | +2.1% |
| 3M | +17.4% | -3.6% | +21.0% | +17.8% |
| 6M | +17.5% | +5.0% | +12.5% | +18.2% |
| YTD | +7.6% | +40.9% | -33.4% | +9.8% |
| 1Y | +7.7% | +39.2% | -31.5% | +10.4% |
| All | +7.7% | +42.5% | -34.7% | +10.4% |
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