+295.1%
BKR vs IJR
+1,119.4%
-824.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -5.8% |
| 7D | -6.7% | -2.3% | -4.3% | -4.5% |
| 30D | -8.3% | -4.7% | -3.7% | -4.1% |
| 3M | -5.4% | +2.1% | -7.5% | -7.7% |
| 6M | +0.8% | +13.9% | -13.1% | -11.4% |
| YTD | +31.8% | +18.2% | +13.6% | +11.8% |
| 1Y | +28.6% | +21.8% | +6.8% | +5.5% |
| 3Y | +71.2% | +52.2% | +19.0% | +11.7% |
| 5Y | +179.2% | +40.1% | +139.1% | +93.2% |
| 10Y | +124.0% | +169.7% | -45.7% | -15.0% |
| All | +295.1% | +1,119.4% | -824.3% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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