+7.9%
BKR vs IRE
-98.1%
+106.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -14.4% | +15.6% | +1.6% |
| 7D | +3.8% | -31.8% | +35.6% | +4.7% |
| 30D | -10.3% | -71.8% | +61.5% | -8.7% |
| 3M | -21.7% | -88.9% | +67.2% | -19.4% |
| 6M | -23.8% | -95.4% | +71.6% | -21.4% |
| YTD | +10.3% | -94.2% | +104.5% | +11.7% |
| 1Y | +5.7% | -97.1% | +102.8% | +7.2% |
| All | +7.9% | -98.1% | +106.0% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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