+29.3%
V vs BKR
+5.7%
+23.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -5.5% | +9.4% | +3.5% |
| 7D | +9.0% | -8.8% | +17.7% | +8.4% |
| 30D | +18.1% | -13.1% | +31.2% | +17.4% |
| 3M | +18.3% | -18.9% | +37.3% | +17.3% |
| 6M | +34.1% | -27.2% | +61.3% | +33.6% |
| YTD | +25.2% | +10.7% | +14.5% | +25.3% |
| 1Y | +29.3% | +9.7% | +19.7% | +28.2% |
| All | +29.3% | +5.7% | +23.6% | +28.2% |
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