+220.0%
BKR vs BTDR
+15.3%
+204.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.5% | -0.2% | -6.4% |
| 7D | -6.7% | -3.2% | -3.5% | -6.6% |
| 30D | -8.3% | +32.7% | -41.0% | -9.3% |
| 3M | -5.4% | -28.4% | +23.0% | -4.8% |
| 6M | +0.8% | +51.7% | -50.9% | -1.6% |
| YTD | +31.8% | +2.9% | +29.0% | +30.1% |
| 1Y | +28.6% | -15.5% | +44.0% | +26.7% |
| 3Y | +71.2% | 0.0% | +71.2% | +66.2% |
| 5Y | +179.2% | +16.5% | +162.8% | +179.5% |
| All | +220.0% | +15.3% | +204.7% | +217.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling