+537.8%
BKR vs IT
+5,878.5%
-5,340.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.8% | -1.7% |
| 7D | -7.0% | -3.7% | -3.3% | -6.4% |
| 30D | -8.1% | +0.1% | -8.2% | -8.5% |
| 3M | -6.6% | +20.7% | -27.3% | -11.6% |
| 6M | +0.9% | +12.0% | -11.1% | -3.9% |
| YTD | +31.1% | -28.8% | +59.9% | +36.1% |
| 1Y | +27.7% | -25.5% | +53.2% | +31.0% |
| 3Y | +71.2% | -48.8% | +120.0% | +86.7% |
| 5Y | +177.6% | -42.7% | +220.4% | +191.7% |
| 10Y | +122.7% | +102.5% | +20.2% | +79.3% |
| All | +537.8% | +5,878.5% | -5,340.7% | +203.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling