+186.3%
BKR vs TE
-53.2%
+239.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.7% | +0.1% | -6.2% |
| 7D | -6.7% | +0.9% | -7.5% | -6.7% |
| 30D | -8.3% | -16.3% | +7.9% | -7.3% |
| 3M | -5.4% | -40.8% | +35.4% | -2.8% |
| 6M | +0.8% | -42.6% | +43.4% | +2.2% |
| YTD | +31.8% | -31.4% | +63.3% | +30.4% |
| 1Y | +28.6% | +144.9% | -116.3% | +10.0% |
| 3Y | +71.2% | -26.0% | +97.2% | +49.9% |
| 5Y | +179.2% | -48.5% | +227.7% | +143.1% |
| All | +186.3% | -53.2% | +239.4% | +141.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling