+24.6%
BKR vs IEFA
+17.0%
+7.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.0% | -3.4% |
| 7D | -10.6% | -2.4% | -8.2% | -9.3% |
| 30D | -12.4% | -2.5% | -9.9% | -11.1% |
| 3M | -9.7% | +2.4% | -12.1% | -11.2% |
| 6M | +5.4% | +11.7% | -6.3% | -2.4% |
| YTD | +26.0% | +12.1% | +13.9% | +15.9% |
| All | +24.6% | +17.0% | +7.6% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 1y: compounded portfolio wealth divided by compounded IEFA 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…
1y analysis · Full analysis span regression · 6 months rolling