+71.2%
BKR vs BTDR
+4.4%
+66.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -0.7% |
| 7D | -7.0% | -3.4% | -3.6% | -6.9% |
| 30D | -8.1% | +32.6% | -40.7% | -9.3% |
| 3M | -6.6% | -32.2% | +25.6% | -5.7% |
| 6M | +0.9% | +52.4% | -51.5% | -2.0% |
| YTD | +31.1% | +6.7% | +24.4% | +28.8% |
| 1Y | +27.7% | -15.2% | +42.9% | +25.5% |
| 3Y | +71.2% | +14.9% | +56.3% | +59.1% |
| All | +71.2% | +4.4% | +66.9% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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