+2,874.5%
V vs BKR
+87.8%
+2,786.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | -1.1% | +0.4% | -1.5% | -1.2% |
| 30D | +1.9% | +3.9% | -2.0% | +0.7% |
| 3M | +15.5% | -1.1% | +16.6% | +15.4% |
| 6M | +16.6% | +7.6% | +9.0% | +13.0% |
| YTD | +5.7% | +41.9% | -36.1% | -5.5% |
| 1Y | +8.6% | +42.2% | -33.7% | -3.6% |
| 3Y | +52.5% | +84.3% | -31.7% | +23.0% |
| 5Y | +67.1% | +215.7% | -148.6% | +10.1% |
| 10Y | +376.8% | +130.9% | +245.9% | +202.6% |
| All | +2,874.5% | +87.8% | +2,786.8% | +1,522.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling