+591.1%
BKR vs IVZ
+1,075.8%
-484.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.5% |
| 7D | -6.7% | -2.4% | -4.3% | -5.9% |
| 30D | -8.3% | +2.5% | -10.8% | -9.3% |
| 3M | -5.4% | +17.1% | -22.5% | -11.1% |
| 6M | +0.8% | +35.1% | -34.3% | -10.3% |
| YTD | +31.8% | +24.3% | +7.5% | +20.4% |
| 1Y | +28.6% | +48.7% | -20.1% | +9.8% |
| 3Y | +71.2% | +135.6% | -64.4% | +20.6% |
| 5Y | +179.2% | +60.3% | +118.9% | +118.2% |
| 10Y | +124.0% | +62.5% | +61.4% | +62.5% |
| All | +591.1% | +1,075.8% | -484.8% | +185.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling