+171.6%
BKR vs IVZ
+61.1%
+110.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.0% |
| 7D | -7.0% | -2.4% | -4.6% | -6.2% |
| 30D | -8.1% | +3.0% | -11.2% | -9.2% |
| 3M | -6.6% | +14.9% | -21.5% | -11.6% |
| 6M | +0.9% | +36.7% | -35.9% | -10.6% |
| YTD | +31.1% | +25.7% | +5.4% | +19.3% |
| 1Y | +27.7% | +47.7% | -20.0% | +9.2% |
| 3Y | +71.2% | +138.8% | -67.6% | +18.6% |
| All | +171.6% | +61.1% | +110.5% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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