+363.5%
BKR vs IBN
+1,454.8%
-1,091.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.5% |
| 7D | -6.7% | -5.5% | -1.2% | -5.2% |
| 30D | -8.3% | -3.4% | -4.9% | -7.5% |
| 3M | -5.4% | +8.7% | -14.1% | -7.7% |
| 6M | +0.8% | +3.7% | -2.9% | -0.7% |
| YTD | +31.8% | -2.4% | +34.2% | +31.9% |
| 1Y | +28.6% | -8.1% | +36.7% | +30.5% |
| 3Y | +71.2% | +26.3% | +44.9% | +57.7% |
| 5Y | +179.2% | +54.9% | +124.3% | +139.9% |
| 10Y | +124.0% | +311.8% | -187.9% | +41.8% |
| All | +363.5% | +1,454.8% | -1,091.2% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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