+171.6%
BKR vs IWF
+73.7%
+97.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.0% |
| 7D | -7.0% | -0.9% | -6.1% | -6.5% |
| 30D | -8.1% | -1.7% | -6.4% | -7.3% |
| 3M | -6.6% | +0.7% | -7.3% | -7.2% |
| 6M | +0.9% | +8.6% | -7.7% | -3.7% |
| YTD | +31.1% | +3.5% | +27.6% | +28.2% |
| 1Y | +27.7% | +7.0% | +20.7% | +22.6% |
| 3Y | +71.2% | +76.3% | -5.1% | +29.2% |
| All | +171.6% | +73.7% | +97.9% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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