+171.6%
BKR vs TDG
+126.1%
+45.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -1.0% |
| 7D | -7.0% | -1.9% | -5.1% | -6.4% |
| 30D | -8.1% | -7.7% | -0.4% | -5.8% |
| 3M | -6.6% | -9.3% | +2.7% | -4.0% |
| 6M | +0.9% | -9.4% | +10.2% | +2.9% |
| YTD | +31.1% | -14.3% | +45.3% | +35.8% |
| 1Y | +27.7% | -11.8% | +39.5% | +30.5% |
| 3Y | +71.2% | +52.0% | +19.2% | +37.1% |
| All | +171.6% | +126.1% | +45.5% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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