+518.3%
BKR vs BTI
+6,041.1%
-5,522.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -7.0% | -0.2% | -6.8% | -7.0% |
| 30D | -8.1% | -1.1% | -7.0% | -8.0% |
| 3M | -6.6% | -8.8% | +2.1% | -4.8% |
| 6M | +0.9% | -4.0% | +4.8% | +1.2% |
| YTD | +31.1% | +0.4% | +30.7% | +29.9% |
| 1Y | +27.7% | +1.9% | +25.8% | +25.8% |
| 3Y | +71.2% | +108.5% | -37.3% | +38.2% |
| 5Y | +177.6% | +118.5% | +59.1% | +121.1% |
| 10Y | +122.7% | +75.1% | +47.5% | +83.4% |
| All | +518.3% | +6,041.1% | -5,522.8% | +285.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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