+189.2%
BKR vs LTH
+156.3%
+32.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.4% | +0.9% |
| 7D | +0.4% | +1.5% | -1.1% | +0.2% |
| 30D | +3.9% | -3.1% | +6.9% | +4.2% |
| 3M | -1.1% | +28.1% | -29.2% | -4.4% |
| 6M | +7.6% | +67.4% | -59.8% | +0.1% |
| YTD | +41.9% | +59.8% | -17.9% | +32.7% |
| 1Y | +42.2% | +45.6% | -3.4% | +34.5% |
| 3Y | +84.3% | +162.0% | -77.7% | +61.2% |
| All | +189.2% | +156.3% | +32.9% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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