+171.6%
BKR vs IYR
+6.0%
+165.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.0% |
| 7D | -7.0% | -1.4% | -5.6% | -6.3% |
| 30D | -8.1% | -2.7% | -5.5% | -6.9% |
| 3M | -6.6% | -2.1% | -4.5% | -5.9% |
| 6M | +0.9% | +3.6% | -2.7% | -1.7% |
| YTD | +31.1% | +8.1% | +23.0% | +24.6% |
| 1Y | +27.7% | +4.7% | +23.0% | +23.4% |
| 3Y | +71.2% | +29.1% | +42.1% | +46.2% |
| All | +171.6% | +6.0% | +165.6% | +151.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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