+171.6%
BKR vs TE
-48.1%
+219.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.2% | -0.6% |
| 7D | -7.0% | +0.2% | -7.2% | -7.0% |
| 30D | -8.1% | -5.9% | -2.2% | -7.9% |
| 3M | -6.6% | -45.6% | +39.0% | -3.5% |
| 6M | +0.9% | -43.4% | +44.2% | +2.4% |
| YTD | +31.1% | -31.0% | +62.1% | +29.6% |
| 1Y | +27.7% | +145.2% | -117.5% | +9.7% |
| 3Y | +71.2% | -24.1% | +95.3% | +50.2% |
| All | +171.6% | -48.1% | +219.7% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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