+120.2%
BKR vs TECH
+189.9%
-69.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | -7.0% | -0.4% | -6.6% | -6.9% |
| 30D | -8.1% | 0.0% | -8.1% | -8.1% |
| 3M | -6.6% | +33.7% | -40.3% | -12.7% |
| 6M | +0.9% | +34.9% | -34.0% | -7.0% |
| YTD | +31.1% | +23.2% | +7.9% | +23.1% |
| 1Y | +27.7% | +36.3% | -8.6% | +16.5% |
| 3Y | +71.2% | +2.3% | +68.9% | +61.8% |
| 5Y | +177.6% | -42.9% | +220.5% | +196.1% |
| All | +120.2% | +189.9% | -69.8% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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