+292.8%
BKR vs IWF
+719.4%
-426.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.3% |
| 7D | -7.0% | -0.9% | -6.1% | -6.2% |
| 30D | -8.1% | -1.7% | -6.4% | -6.8% |
| 3M | -6.6% | +0.7% | -7.3% | -7.8% |
| 6M | +0.9% | +8.6% | -7.7% | -7.2% |
| YTD | +31.1% | +3.5% | +27.6% | +25.5% |
| 1Y | +27.7% | +7.0% | +20.7% | +18.3% |
| 3Y | +71.2% | +76.3% | -5.1% | -1.2% |
| 5Y | +177.6% | +74.8% | +102.9% | +53.3% |
| 10Y | +122.7% | +420.5% | -297.8% | -58.4% |
| All | +292.8% | +719.4% | -426.6% | -68.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling