+126.9%
BKR vs INDA
+109.4%
+17.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -1.1% |
| 7D | -7.0% | -2.7% | -4.3% | -5.4% |
| 30D | -8.1% | -2.8% | -5.4% | -6.6% |
| 3M | -6.6% | +1.6% | -8.3% | -7.7% |
| 6M | +0.9% | -1.4% | +2.3% | +1.2% |
| YTD | +31.1% | -10.1% | +41.2% | +38.9% |
| 1Y | +27.7% | -8.8% | +36.5% | +34.0% |
| 3Y | +71.2% | +7.6% | +63.6% | +60.9% |
| 5Y | +177.6% | +5.8% | +171.9% | +162.0% |
| 10Y | +122.7% | +84.0% | +38.7% | +47.8% |
| All | +126.9% | +109.4% | +17.5% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded INDA 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling