+120.2%
BKR vs TD
+306.3%
-186.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.2% |
| 7D | -7.0% | -0.5% | -6.4% | -6.6% |
| 30D | -8.1% | -1.9% | -6.2% | -6.8% |
| 3M | -6.6% | +4.8% | -11.4% | -11.3% |
| 6M | +0.9% | +28.0% | -27.1% | -20.9% |
| YTD | +31.1% | +30.3% | +0.8% | +0.8% |
| 1Y | +27.7% | +59.8% | -32.1% | -19.5% |
| 3Y | +71.2% | +124.7% | -53.5% | -24.7% |
| 5Y | +177.6% | +127.0% | +50.7% | +16.0% |
| All | +120.2% | +306.3% | -186.1% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling