+27.7%
BKR vs TGT
+78.4%
-50.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | -7.0% | -5.2% | -1.8% | -6.8% |
| 30D | -8.1% | +1.2% | -9.3% | -8.2% |
| 3M | -6.6% | +18.4% | -25.0% | -7.7% |
| 6M | +0.9% | +33.4% | -32.6% | -1.4% |
| YTD | +31.1% | +63.8% | -32.7% | +24.7% |
| 1Y | +27.7% | +77.2% | -49.5% | +17.6% |
| All | +27.7% | +78.4% | -50.7% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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