+27.7%
BKR vs TEM
-25.7%
+53.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.6% |
| 7D | -7.0% | -8.7% | +1.7% | -6.8% |
| 30D | -8.1% | +8.1% | -16.2% | -8.5% |
| 3M | -6.6% | +19.0% | -25.6% | -7.8% |
| 6M | +0.9% | +12.0% | -11.2% | -0.1% |
| YTD | +31.1% | -0.1% | +31.2% | +30.4% |
| 1Y | +27.7% | -33.5% | +61.2% | +27.4% |
| All | +27.7% | -25.7% | +53.4% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 1y: compounded portfolio wealth divided by compounded TEM 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…
1y analysis · Full analysis span regression · 6 months rolling