+171.6%
BKR vs INDA
+5.7%
+165.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -1.0% |
| 7D | -7.0% | -2.7% | -4.3% | -5.7% |
| 30D | -8.1% | -2.8% | -5.4% | -6.8% |
| 3M | -6.6% | +1.6% | -8.3% | -7.6% |
| 6M | +0.9% | -1.4% | +2.3% | +1.1% |
| YTD | +31.1% | -10.1% | +41.2% | +38.0% |
| 1Y | +27.7% | -8.8% | +36.5% | +33.2% |
| 3Y | +71.2% | +7.6% | +63.6% | +61.1% |
| All | +171.6% | +5.7% | +165.9% | +160.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling