+84.3%
BKR vs IP
+24.1%
+60.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.1% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | +3.9% | -11.2% | +15.1% | +6.2% |
| 3M | -1.1% | +12.3% | -13.4% | -4.6% |
| 6M | +7.6% | -5.2% | +12.9% | +7.8% |
| YTD | +41.9% | -4.0% | +45.8% | +40.9% |
| 1Y | +42.2% | -19.2% | +61.5% | +47.8% |
| 3Y | +84.3% | +20.3% | +63.9% | +78.6% |
| All | +84.3% | +24.1% | +60.2% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 3y: compounded portfolio wealth divided by compounded IP 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…
3y analysis · Full analysis span regression · 6 months rolling