+325.1%
BKR vs IWD
+719.8%
-394.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.7% |
| 7D | +0.4% | -0.2% | +0.6% | +0.6% |
| 30D | +3.9% | -0.8% | +4.6% | +4.8% |
| 3M | -1.1% | +8.0% | -9.1% | -10.5% |
| 6M | +7.6% | +18.2% | -10.6% | -12.9% |
| YTD | +41.9% | +22.3% | +19.5% | +10.2% |
| 1Y | +42.2% | +28.9% | +13.4% | +3.4% |
| 3Y | +84.3% | +71.5% | +12.7% | -4.9% |
| 5Y | +215.7% | +73.6% | +142.1% | +60.2% |
| 10Y | +130.9% | +194.7% | -63.8% | -33.5% |
| All | +325.1% | +719.8% | -394.6% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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