+521.9%
BKR vs TECH
+100,565.1%
-100,043.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.4% | -6.6% |
| 7D | -6.7% | -0.5% | -6.2% | -6.6% |
| 30D | -8.3% | 0.0% | -8.4% | -8.3% |
| 3M | -5.4% | +37.4% | -42.8% | -10.0% |
| 6M | +0.8% | +36.9% | -36.1% | -4.7% |
| YTD | +31.8% | +23.1% | +8.8% | +26.4% |
| 1Y | +28.6% | +42.2% | -13.7% | +20.3% |
| 3Y | +71.2% | +1.9% | +69.3% | +65.3% |
| 5Y | +179.2% | -42.9% | +222.2% | +188.2% |
| 10Y | +124.0% | +188.2% | -64.3% | +82.7% |
| All | +521.9% | +100,565.1% | -100,043.2% | +205.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling