+27.7%
BKR vs INDA
-8.4%
+36.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -0.8% |
| 7D | -7.0% | -2.7% | -4.3% | -6.5% |
| 30D | -8.1% | -2.8% | -5.4% | -7.6% |
| 3M | -6.6% | +1.6% | -8.3% | -7.2% |
| 6M | +0.9% | -1.4% | +2.3% | +0.5% |
| YTD | +31.1% | -10.1% | +41.2% | +32.5% |
| 1Y | +27.7% | -8.8% | +36.5% | +28.9% |
| All | +27.7% | -8.4% | +36.1% | +28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling