+120.2%
BKR vs IT
+103.1%
+17.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.8% | -2.2% |
| 7D | -7.0% | -3.7% | -3.3% | -6.1% |
| 30D | -8.1% | +0.1% | -8.2% | -8.7% |
| 3M | -6.6% | +20.7% | -27.3% | -14.5% |
| 6M | +0.9% | +12.0% | -11.1% | -6.8% |
| YTD | +31.1% | -28.8% | +59.9% | +41.6% |
| 1Y | +27.7% | -25.5% | +53.2% | +34.5% |
| 3Y | +71.2% | -48.8% | +120.0% | +100.2% |
| 5Y | +177.6% | -42.7% | +220.4% | +195.2% |
| All | +120.2% | +103.1% | +17.1% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling